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RMB is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients remotely. The ideal candidate will have a finance or accounting degree, relevant experience in sales/service within a financial environment, and a strong commitment to client relationship management.
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Job Summary
Assist in proactively managing a portfolio of Private Wealth Clients through provision of analysis, research and sales and service fulfilment.
Contribute to profit growth for the business by ensuring effective management of the leads pipeline and developing collaborative relationships.
Deliver exceptional and high-quality service that exceeds customers' expectations through proactive, innovative and appropriate solutions.
Matching Summary
Match Score: 75
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RMB is seeking a Private Banking Advisor to manage a portfolio of Private Wealth Clients remotely. The ideal candidate will have a finance or accounting degree, relevant experience in sales/service within a financial environment, and a strong commitment to client relationship management.
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