Job Description
Overview
Attend to members’ investment and financing needs while ensuring quality service. Develop strategies and offer investment, financing and insurance products. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement. Stay up-to-date on the financial services industry, market trends and best practices in your field.
Responsibilities
- Attend to members’ investment and financing needs while ensuring quality service
- Develop strategies and offer investment, financing and insurance products
- Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
- Stay up-to-date on the financial services industry, market trends and best practices in your field
Qualifications
- Experience in the financial services industry is a plus
- Willingness to le...