Job Description
Become a trusted Proactive Client Relationship Advisor, focusing on delivering tailored financial advice and planning. Strengthen relationships while meeting customer needs in a team-oriented atmosphere.
This position requires a proactive mindset to discover customer needs and offer personalized solutions. You will build comprehensive financial strategies aimed at helping clients achieve their goals while fostering strong relationships. Your success in meeting sales objectives will contribute significantly to branch growth and customer satisfaction.
Key Responsibilities:
• Identify and address customer financial priorities
• Offer insightful education and expert financial advice
• Create tailored financial plans for clients
• Develop and sustain robust customer relationships
• Drive branch business by achieving sales goals
Requirements:
• Excellent customer service skills and drive
• Proven ability to exceed sales targets
• Mutual Funds license; working...
This position requires a proactive mindset to discover customer needs and offer personalized solutions. You will build comprehensive financial strategies aimed at helping clients achieve their goals while fostering strong relationships. Your success in meeting sales objectives will contribute significantly to branch growth and customer satisfaction.
Key Responsibilities:
• Identify and address customer financial priorities
• Offer insightful education and expert financial advice
• Create tailored financial plans for clients
• Develop and sustain robust customer relationships
• Drive branch business by achieving sales goals
Requirements:
• Excellent customer service skills and drive
• Proven ability to exceed sales targets
• Mutual Funds license; working...