Job Description
Drive customer satisfaction as a Financial Services Representative II while delivering strategic financial plans. Expertly engage clients with technology-based banking solutions and personalized advice.
This role involves meeting clients to identify their business and personal priorities. With a strong focus on relationship building, you'll advise clients on tailored financial strategies and contribute to their long-term goals. Your marketing efforts will further enhance client loyalty and connection.
Key Responsibilities:
• Understand client financial priorities through meetings
• Develop forward-thinking financial plans and solutions
• Engage in marketing to enhance client experience
• Introduce and guide clients on mobile banking apps
• Foster lasting relationships with personalized services
Requirements:
• Current and valid Mutual Funds License
• At least 1 year experience in client relations
• Prior banking experience preferred
• Strong ability ...
This role involves meeting clients to identify their business and personal priorities. With a strong focus on relationship building, you'll advise clients on tailored financial strategies and contribute to their long-term goals. Your marketing efforts will further enhance client loyalty and connection.
Key Responsibilities:
• Understand client financial priorities through meetings
• Develop forward-thinking financial plans and solutions
• Engage in marketing to enhance client experience
• Introduce and guide clients on mobile banking apps
• Foster lasting relationships with personalized services
Requirements:
• Current and valid Mutual Funds License
• At least 1 year experience in client relations
• Prior banking experience preferred
• Strong ability ...
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