Description
The Private Banking Advisor provides transaction-oriented, needs-based advisory services for higher-volume private-customer accounts, with a focus on wealth accumulation, retirement planning, and personal-banking products. The role handles appointments, completes transactions or refers customers to specialists, uses digital banking services, and contributes to team performance through sales, customer relationship management, and knowledge sharing. Candidates must have banker training, AnsFuG and IDD certifications, and experience in transaction-oriented advisory; the position is offered full-time or part-time.
