ATB Financial
ATB Financial High-Net-Worth Advisor
Job Description
Join ATB Financial as a Personal Banking Advisor in Okotoks, specializing in high-net-worth clients. Drive financial goals with expert guidance and innovative digital tools.
In this position, you will be the go-to expert for high-net-worth clients, utilizing your 3-5 years of relevant experience in the banking industry. Build lasting relationships while navigating complex financial situations, and ensure each client receives tailored advice that aligns with their financial outcomes. Your proactive outreach will help expand your client base and enhance sales performance for the branch.
Key Responsibilities:
• Provide expert financial guidance tailored to client needs
• Establish strong, trusting relationships with regular follow-ups
• Facilitate sales of investment and lending products
• Collaborate with internal partners for a comprehensive approach
• Champion digital innovation in client service
Requirements:
•...
In this position, you will be the go-to expert for high-net-worth clients, utilizing your 3-5 years of relevant experience in the banking industry. Build lasting relationships while navigating complex financial situations, and ensure each client receives tailored advice that aligns with their financial outcomes. Your proactive outreach will help expand your client base and enhance sales performance for the branch.
Key Responsibilities:
• Provide expert financial guidance tailored to client needs
• Establish strong, trusting relationships with regular follow-ups
• Facilitate sales of investment and lending products
• Collaborate with internal partners for a comprehensive approach
• Champion digital innovation in client service
Requirements:
•...