- Experiência
- 7+ anos
- Salário
- —
- Vagas
- 1
- Publicado
- há 2 semanas
- Modo de trabalho
- No escritório
- Educação
- Degree in Finance or Business Administration preferred
- Elegibilidade
- Individuals with a degree, preferably in Finance or Business Administration, and a minimum of 7 years of experience in the financial industry are encouraged to apply. Strong business acumen, excellent interpersonal skills, organizational awareness, and high analytical/conceptual thinking are essent…
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Onde você trabalhará
Descrição da vaga
Job Description
This role is pivotal in achieving financial and non-financial objectives for both individual and team targets. The primary focus is on ensuring full compliance and minimizing provisions to effectively contribute to the business's profitability. The Client Advisor will be responsible for cultivating deep, long-term relationships with the bank's clientele, thoroughly understanding their financial needs, and offering impartial guidance for wealth management and growth. A key aspect of the role involves optimizing risk, return, and liquidity to manage, grow, and preserve client wealth, ensuring their financial and investment goals are met. Only shortlisted candidates will be contacted.
Job Requirements
- A degree, with a preference for Finance or Business Administration.
- A minimum of 7 years of professional experience within the financial industry.
- Demonstrated strong business acumen.
- Excellent interpersonal skills.
- A solid understanding of organizational dynamics and awareness.
- High proficiency in analytical and conceptual thinking.