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Financial Services Consultant for Private Clients at a Bank

2 months ago

Biloxi, Mississippi, United States Zenith Innovations Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Consultant to join our team at Zenith Innovations. As a key member of our team, you will be responsible for providing comprehensive and tailored financial advice to our private clients.

Key Responsibilities
  • Establish and maintain personal and trusting business relationships with clients, inviting them to regular consultation meetings at the branch.
  • Discuss clients' personal goals and wishes during consultations, assessing their current financial and life situation, and creating personalized financial overviews.
  • Offer suitable financial products and services based on clients' information and data, and close deals.
  • Utilize our diverse product range and that of our cooperative partners to create customized offers.
Requirements
  • Hold a banking education or a comparable degree, with sales experience and practical work experience in the financial services industry.
  • Be proficient in standard banking products, particularly in areas such as building savings, insurance, and loans, and have good knowledge of investment business, stock and bond trading, and their tax treatment.
  • Have a strong customer orientation, enjoy working towards achieving results, and be flexible in dealing with customers.
  • Be able to quickly adapt to different types of customers, enjoy making phone calls, and have excellent communication skills.
  • Actively use cross-selling techniques and achieve set goals.
  • Be open to change processes and willing to adapt to new procedures.