Personal Banking & Wealth Advisor

Alterna Sa; Scarborough; On-site; GBP 42,000 - GBP 50,000; Full time

Job summary

A leading cooperative financial institution located in the UK is seeking a Personal Banking Advisor to manage member portfolios and ensure their financial needs are met through proactive relationship management. Ideal candidates will possess post-secondary education, relevant experience in financial institutions, and sales skills. This role requires strong knowledge in complex financial products and excellent communication abilities. Competitive salary is offered, with opportunities to grow within a supportive corporate culture.

Benefits

Commitment to community

Compliance with accessibility standards

Collaborative and respectful workplace

Qualifications

• Minimum 5 years related experience in a financial institution.
• At least 3 years of credit experience including analysis.
• Demonstrated relationship building experience.
• Proven track record in sales.

Responsibilities

• Manage an assigned portfolio of members using financial planning.
• Establish relationships to identify members' needs.
• Keep files on member relationships and financial goals.
• Act as a mentor for less experienced staff.

Skills

Extensive knowledge of processing/procedures of complex products

Sales management techniques

Excellent interpersonal and communication skills

Problem-solving skills

Education

Post secondary education

CSC or IFIC course completed

CFP or PFP designation

Tools

Excel

Word

Job description

A leading cooperative financial institution located in the UK is seeking a Personal Banking Advisor to manage member portfolios and ensure their financial needs are met through proactive relationship management. Ideal candidates will possess post-secondary education, relevant experience in financial institutions, and sales skills. This role requires strong knowledge in complex financial products and excellent communication abilities. Competitive salary is offered, with opportunities to grow within a supportive corporate culture.