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 investment and borrowing solutions, including day-to-day banking, investments, and borrowing options.
- Build comprehensive financial plans for customers, taking a holistic approach to help them achieve their objectives.
- Meet and exceed sales targets in a fast-paced environment, delivering a positive customer experience.
Requirements:
- Proven ability to build strong customer relationships and meet sales targets.
- Strategic mindset to develop personalized financial strategies.
- Mutual Funds license and completed CIFP Diploma.
What We Offer:
- A competitive compensation and benefits package.
- A collaborative team environment with opportunities for growth and development.
- Recognition and rewards for high-performance.
- Clear, transparent criteria for career progression.
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