Asset Banking Specialist
7 days ago
We are seeking a skilled Asset Banking Specialist to join our team at Cascade Ventures. As a key member of our sales team, you will be responsible for providing exceptional service to our customers and expanding our customer base.
Your Key Responsibilities- Convince financially strong customers with excellent service and continuously expand your customer base
- Implement individual and needs-based retirement and investment strategies based on our holistic approach
- Optimize processes to improve efficiency and effectiveness
- Develop and maintain strong relationships with customers to ensure excellent service
To succeed in this role, you will need:
- A training as a bank clerk or a comparable qualification in the financial services industry
- Several years of solid professional experience in personal consulting, ideally in this sector
- Comprehensive expertise in open funds, stocks, bonds, and insurance
- A strong service mentality and independent action
- Integrity and flexibility in your thinking
As a Financial Services Consultant at Cascade Ventures, you will have the opportunity to work with a dynamic team and contribute to the success of our company. We offer a competitive compensation package and a collaborative work environment.
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