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Asset Customer Advisor for Holistic Financial Solutions

2 months ago

Hickory, North Carolina, United States Stellar Technologies Full time
About the Role

We are seeking a skilled Asset Customer Advisor to join our team at Stellar Technologies. As a key member of our holistic consulting team, you will be responsible for providing expert advice to clients in the areas of active and passive investments, securities, and cross-selling business.

Key Responsibilities
  • Client Advisory: Independently advise clients on investment strategies and opportunities, leveraging your expertise in financial markets and products.
  • Sales and Business Development: Develop and implement sales ideas and strategies to acquire new clients and grow existing relationships.
  • Customer Needs Assessment: Identify customer needs and leverage existing potential to drive business growth.
  • Relationship Management: Maintain and intensify existing customer relationships, ensuring high levels of customer satisfaction.
  • Collaboration: Closely coordinate with our in-house specialists to deliver comprehensive solutions to clients.
Requirements
  • Education and Experience: Completed a banking vocational training and further education, with extensive knowledge and experience in independent customer consulting.
  • Skills and Qualities: Show initiative, a high level of sales orientation, entrepreneurial thinking, and strong communication and negotiation skills.
What We Offer
  • Competitive Remuneration: Attractive remuneration in the public sector with performance- and success-oriented variable components.
  • Benefits: Employer-funded pension scheme, 32 days of collective holiday, additional days off on December 24th and 31st, and flexible working hours.
  • Professional Development: Diverse training and career opportunities to support your growth and success.