Financial Services Professional
3 days ago
Financial Services Professional
At OTT Financial Inc., we are seeking a highly skilled Financial Services Professional to join our wealth management team. The ideal candidate will have a strong background in financial services and a proven track record of building and maintaining strong client relationships.
Responsibilities:
* Engage with clients to assess their financial needs and develop tailored solutions to meet those needs
* Analyze clients' financial records to identify areas for improvement and develop a comprehensive financial strategy
* Provide personalized advice and guidance to clients, addressing their concerns and questions while maintaining confidentiality and accuracy
* Identify new business opportunities through networking, seminars, and referrals
* Develop and maintain strong relationships with clients and external partners
Requirements:
* At least one year of relevant experience in financial services
* Bachelor's degree in Business Administration, Commerce, Economics, or related field
* Excellent communication and interpersonal skills
* Ability to handle all situations with diplomacy and tact
* Ability to analyze and solve complex problems and handle multiple duties under pressure with minimal supervision
* Excellent organization and time management skills
Classification:
* Full-time, 35 hours per week
Compensation and Benefits:
* Hourly rate: $29.50
* Extended medical insurance
* 5 paid vacation days
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