Personal Finance Advisor, Assigned Clientele

Responsibilities

As a personal finance advisor, you are responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You provide financing solutions for affluent individuals and businesses. Interpersonal savvy is essential. You drive results by recommending loans and insurance products, serve as a financing expert advisor, and ensure that cross‑sector strategies are applied to financing and you authorize credit in accordance with established rules. You balance member/client satisfaction, business objectives, profitability and prudent risk management, and work with various partners and experts to design integrated strategies that meet the needs of members and clients.

• Advise members and clients on the best strategies and work with t...