Banking Advisory Associate (225-813)

The Banking Advisory Associate plays a critical role in providing clients with guidance on financial solutions, aiming to enhance their financial well-being. Our Associates are experts in financial products and services, possessing a deep understanding of banking operations and regulatory environments. As a trusted advisor, you will assist clients by analyzing their current financial landscape, identifying potential areas for improvement, and crafting tailored strategies for wealth management and growth. This role demands exceptional interpersonal skills, as you will collaborate with various stakeholders, including clients, senior banking advisors, and other financial professionals. Success in this position requires adaptability, strong analytical capabilities, and a commitment to both client satisfaction and the advancement of the bank's advisory services. If you have a passion for finance and the ability to translate complex financial concepts into actionable advice, this position is for you.

Responsibilities

• Communicate effectively with clients to understand their financial objectives and needs.
• Analyze financial information and develop strategies to improve clients' financial status.
• Provide clients with information and guidance on banking services and products.
• Offer insight into financial trends and predict future financial scenarios for clients.
• Collaborate with senior advisors to tailor financial solutions that meet client goals.
• Maintain up-to-date knowledge of banking regulations and financial products.
• Build and maintain strong client relationships through regular meetings and consultations.
• Prepare detailed financial plans and reports to present to clients and stakeholders.
• Identify cross-selling opportunities and encourage the adoption of additional services.
• Ensure client portfolios are managed in accordance with agreed-upon strategies.
• Support the development and implementation of new banking advisory programs.
• Stay informed about market developments and adjust client advice accordingly.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related field.
• Minimum of 2 years of experience in a bank advisory or similar role.
• Strong understanding of financial products, services, and banking regulations.
• Exceptional analytical skills with the ability to interpret complex data.
• Outstanding communication skills, both verbal and written, in English.
• Proficiency in financial software and Microsoft Office Suite applications.
• Ability to work collaboratively with clients and cross-functional teams effectively.