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Financial Relationship Strategist
1 month ago
Leading Bank is seeking a Financial Relationship Strategist to join its team. This role offers a competitive salary of $120,000 - $180,000 per year, depending on experience.
Job DescriptionWe are looking for a skilled and experienced professional to manage relationships with affluent clients and help them achieve their financial goals. As a Financial Relationship Strategist, you will be responsible for:
- Acquiring, retaining, and deepening client relationships to maximize sales performance and achieve revenue targets.
- Acting as a dedicated single point of contact for clients, providing personalized advice and guidance on their financial needs.
- Reviewing individual account relationships to determine the banking and investment needs of clients.
- Identifying potential investment products for clients and offering Wealth Management Solutions across various asset classes.
To be successful in this role, you will need:
- A strong understanding of financial markets and investment products.
- Excellent communication and relationship-building skills.
- The ability to work independently and as part of a team.
- Strong analytical and problem-solving skills.
As a Financial Relationship Strategist at Leading Bank, you can expect:
- A comprehensive compensation package, including a base salary and bonuses.
- Ongoing training and development opportunities.
- A dynamic and supportive work environment.
Please note that all applications will be reviewed confidentially, and we are an equal opportunities employer.