Global Relationship Leader - Financial Solutions Advisor

Jobtailor; Denver (CO); On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor in Denver seeks a finance client advisor to provide strategic guidance to Global Commercial Banking clients. You will be the primary contact, building trust and delivering comprehensive financial solutions.

Key duties include acquiring and deepening profitable relationships, collaborating with Product Specialists, and leveraging product knowledge to identify cross-selling opportunities to boost client satisfaction.

Qualifications

• Candidates must hold FINRA SIE, S7 and S63 licenses.
• Proven ability in client management and advisory roles.
• Strong prospecting and relationship-building skills are required.

Responsibilities

• Providing advice and valuable financial solutions to complex Global Commercial Banking clients
• Serving as the primary point of contact or trusted advisor
• Acquiring, deepening, and maintaining profitable relationships
• Collaborating with teammates and facilitating client relationships with Product Specialists
• Knowledge of the bank's products and services to identify cross-selling opportunities
• Increasing overall client satisfaction

Skills

Client Management

Client Solutions Advisory

Prospecting

Relationship Building

Risk Management

Financial Analysis

Leadership Development

Project Management

Referral Identification

Sales Performance Management

Business Development

Client Experience Branding

Continuous Improvement

Data and Trend Analysis

Pipeline Management

Education

FINRA Securities Industry Essentials (SIE)

S7 License

S63 License

Job description

Jobtailor in Denver seeks a finance client advisor to provide strategic guidance to Global Commercial Banking clients. You will be the primary contact, building trust and delivering comprehensive financial solutions.

Key duties include acquiring and deepening profitable relationships, collaborating with Product Specialists, and leveraging product knowledge to identify cross-selling opportunities to boost client satisfaction.