Senior Client Associate
3 days ago
In this role, you will work closely with senior clients to develop and implement tailored financial plans that meet their unique needs and goals.
You will be responsible for identifying and acquiring new clients, as well as building and maintaining relationships with existing clients.
The successful candidate will have a strong understanding of financial planning fundamentals and excellent communication and interpersonal skills.
About the Team:
- We are a team of experienced professionals dedicated to delivering exceptional client outcomes.
- We work closely together to achieve our goals and support each other in our roles.
Responsibilities:
- Acquiring and retaining a portfolio of priority clients.
- Cross-selling wealth management products and services to customers.
- Providing exceptional customer service and building strong relationships with clients.
- Contributing to the overall success of the branch by achieving business performance measures.
What We Offer:
- Cross-border experiences.
- Flexible and hybrid working practices.
- Benefits and Resources.
- Talent Development.
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