Job Description
Job Overview
Personal Finance Advisor. You will develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer tailored advice, and help them choose appropriate financial solutions. You work closely with individual members and businesses, and you are expected to recommend investments, loans, and insurance products while balancing client satisfaction, business objectives, profitability, and prudent risk management. You collaborate with partners and experts to design integrated strategies that meet member and client needs.
Responsibilities
- Advise members and clients on the best strategies and work with them to identify expected results.
- 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 i...