Summary from listing
The Affluent Client Advisor maintains the bank’s image, identifies affluent clients’ needs across investing, saving, lending, and insurance, independently acquires and builds relationships with clients, prepares individual offers using the Capital Group’s products and services, meets sales targets, manages assigned client portfolios, and performs sales and after-sales activities. The role requires knowledge of financial markets and macroeconomics, familiarity with affluent-client banking products, sales skills, professional experience in an equivalent financial-institution role, a relevant degree in economics, finance, or banking, and the ability to identify client needs.
