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Asset customer advisor for holistic consulting

2 months ago

Riverside, California, United States Infinity Enterprises Full time
About Infinity Enterprises

We strive to make a positive impact on people's lives, and as an employer, we aim to provide a supportive environment that fosters growth and development.

What We Offer
  • Competitive compensation packages with performance-based incentives and a unique benefits structure
  • Employer-funded retirement savings and comprehensive benefits
  • Generous time-off policies, including 32 days of vacation and additional days off during holidays
  • Opportunities for professional growth and development through training and mentorship
  • Flexible work arrangements to accommodate your needs
Your Role
  • You will provide expert advice to your assigned customers, leveraging a holistic consulting approach to meet their needs
  • You will develop and implement sales strategies to drive business growth
  • You will identify customer needs and capitalize on existing opportunities
  • You will build and maintain strong relationships with customers and internal stakeholders
  • You will collaborate with in-house specialists to deliver exceptional results
What We're Looking For
  • You have completed a banking vocational training and possess relevant experience in asset management