Asset Banking Specialist

7 days ago


Hillside Lake, United States Cascade Ventures Full time
About the Role

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
Your Profile

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
What We Offer

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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