Senior Financial Advisor
2 months ago
Key Responsibilities:
- Develop and maintain strong relationships with customers to understand their financial needs and goals.
- Provide expert advice and guidance on financial products and services to help customers achieve their objectives.
- Build and implement comprehensive financial plans that meet the unique needs of each customer.
- Identify and pursue business opportunities to grow the customer base and increase revenue.
Requirements:
- Proven ability to build and maintain strong customer relationships.
- Strong understanding of financial products and services, including investments, borrowing solutions, and day-to-day banking.
- Ability to meet and exceed sales targets in a fast-paced environment.
- Relevant certifications and licenses, such as a Mutual Funds license and CIFP Diploma.
What We Offer:
- A dynamic and collaborative work environment that fosters innovation and growth.
- A competitive compensation and benefits package that recognizes and rewards high performance.
- Ongoing training and development opportunities to support career advancement and professional growth.
- A commitment to diversity and inclusion, with a focus on creating a workplace that values and respects all employees.
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