Description
The Private Banking Financial Advisor provides financial and estate planning advice to Private and Business Banking clients, including Private Banking Signature, Premium, Growth, and Commercial Banking clients, to address their complex financial needs. The role requires a Diploma in Banking or a First Degree in Business Commerce, five to seven years of experience covering consumer and high-net-worth clients, and experience with all FAIS product categories for SBFC including Business Assurance. Required competencies include financial analysis, financial planning, regulatory compliance, and interpreting financial statements.
