
Financial Services Specialist
3 days ago
Job Title: Investment Expert
- Role Summary:
This is an exciting opportunity to work with high-net-worth clients, focusing on both liabilities and investment products. You will be responsible for managing and growing banking relationships, identifying new business opportunities, and meeting sales targets across various product lines.
- Key Responsibilities:
- Manage and grow banking relationships:
You will work closely with clients to understand their financial goals and objectives, providing expert advice on investment products and services.
- Identify new business opportunities:
You will conduct market research to identify potential clients and develop strategies to attract new business.
- Meet sales targets:
You will be responsible for meeting sales targets across liabilities, retail assets, forex, cards, and fee-based investment offerings.
- Provide exceptional customer service:
You will deliver exceptional customer service through regular communication, profiling, and customized advice.
Requirements:
- Education: Bachelor's degree in finance or related field.
- Experience: 5+ years of experience in banking or financial services industry.
- Skills: Strong knowledge of investment products and services, excellent communication and interpersonal skills, ability to work in a fast-paced environment.
Benefits:
- Bonus structure: Competitive bonus structure based on performance.
- Professional development: Opportunities for professional development and growth within the company.
About Us:
We are a leading financial institution dedicated to providing exceptional client service and delivering innovative solutions. We offer a dynamic and supportive work environment, competitive compensation and benefits package, and opportunities for professional growth and development.
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