**
The Banking Advisor Private Wealth position at RMB is focused on managing a portfolio of Private Wealth clients, providing analysis and service fulfillment to foster client relationships and business growth. The ideal candidate should have a degree in Finance or Accounting, along with 2-3 years of relevant sales/service experience in a financial environment.
**
Job Summary
Assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment.
Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
Ensure growth and increase in customer base by ensuring the management of existing clients, generates new leads and grows active customer account base.
Matching Summary
Match Score: 75
**
The Banking Advisor Private Wealth position at RMB is focused on managing a portfolio of Private Wealth clients, providing analysis and service fulfillment to foster client relationships and business growth. The ideal candidate should have a degree in Finance or Accounting, along with 2-3 years of relevant sales/service experience in a financial environment.
**