Senior Financial Advisor — Investments & Personal Banking

Scotiabank; Kingswear; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading bank in the Americas is seeking a Senior Financial Advisor to build strong customer relationships and provide personalized financial strategies. In this role, you will proactively address customer needs and achieve sales targets in a dynamic environment. The position offers a competitive compensation package and opportunities for personal development and career advancement within the organization. Join us to make a meaningful impact in the lives of our customers and communities.

Benefits

Competitive salary and benefits

Opportunities for career advancement

Collaborative work environment

Qualifications

• Proven ability to exceed sales targets in a fast-paced environment.
• Strong customer relationship skills.
• Experience in developing personalized financial strategies.

Responsibilities

• Take a proactive approach to customer needs.
• Educate customers and provide expert advice.
• Build comprehensive plans to achieve customer goals.
• Nurture strong relationships and grow branch business.

Skills

Customer relationship building

Strategic mindset

Sales target achievement

Education

Mutual Funds licence

CIFP Diploma

Job description

A leading bank in the Americas is seeking a Senior Financial Advisor to build strong customer relationships and provide personalized financial strategies. In this role, you will proactively address customer needs and achieve sales targets in a dynamic environment. The position offers a competitive compensation package and opportunities for personal development and career advancement within the organization. Join us to make a meaningful impact in the lives of our customers and communities.