Private Banking Advisor for Affluent Clients and Growth

A financial services organization is seeking to manage a portfolio of affluent clients. The role entails delivering exceptional service, maintaining relationships, and ensuring compliance with requirements. An RE5 Certificate and a degree in Finance or Accounting are essential, alongside 2-3 years of relevant experience. Responsibilities include client relationship building and meeting financial targets. Ideal candidates should have strong stakeholder management skills and a focus on growth.
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