Personal Financial Advisor jobs in the Banking industry

Marketing and Sales Financial Advisor CFP Experienced Financial Advisor seeking help to strategically expand and take existing Team with a global reach to the next level. For over 75 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life’s dreams. We do this by providing personal, comprehensive financial planning and soli...
full job description

Responsibilities Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solu...
full job description

Responsibilities Under the guidance of the Premier Banking Sales Manager, incumbent will have responsibility and accountability to service a portfolio of approx 250/300 affluent clients profitably with the objective of growing share of wallet, retention and acquisition of new clients. The RM will have to operate within approved policies and strategies and deliver outstanding service and sales solu...
full job description