Banking Advisor Private Wealth - Ermelo
4 days ago
Job summary
We are looking for a Banking Advisor to assist in proactively managing a portfolio of Private Wealth Clients. The ideal candidate will have a degree in Finance or Accounting and at least 2-3 years' experience in sales/service within a financial environment.Responsibilities
- Contribute to service excellence by building positive relationships with clients.
- Market all financial services solutions.
- Earn profit growth through effective lead pipeline management.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
Private Advisor Wealth
3 days ago
To deliver exceptional experience and education to Private Wealth clients on basic wealth creation accumulation and overall protection tactics to increase vertical sales index VSI and drive client retention entrenchment through using contextual Money Management principles.Welcome ...
Private Wealth Advisor
3 weeks ago
To deliver an exceptional experience for Private Wealth clients focusing on foundational strategies for wealth creation accumulation and protection. · ...
Private Wealth Advisor
4 days ago
Deliver exceptional experience for Private Wealth clients focusing on foundational strategies for wealth creation accumulation and protection. · ...
Private Advisor Wealth
3 days ago
To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. ...
Banking Advisor Private Wealth
1 week ago
To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio ...