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Descripción de la vacante
A leading financial services provider seeks a professional to deliver financial advice and build long-term client relationships. Responsibilities include managing sustainable business growth, conducting financial consultations, and ensuring compliance with regulations. The ideal candidate should be well-versed in financial advice and have strong interpersonal skills. This role offers opportunities for professional development and career growth.
Servicios
Formación
- Must communicate effectively with clients.
- Needs to be tech-savvy and action-oriented.
- Should have interpersonal skills and ability to persuade.
Responsabilidades
- Provide professional financial advice to clients.
- Maintain client relationships to ensure loyalty.
- Network and generate leads effectively.
- Conduct client consultations and financial analysis.
- Document and report on client interactions and performance.
Conocimientos
Educación
* El índice de referencia salarialse calcula en base a los salarios que ofrecen los líderes de mercado en los correspondientes sectores. Su función es guiar a los miembros Prémium a la hora de evaluar las distintas ofertas disponibles y de negociar el sueldo. El índice de referencia no es el salario indicado directamente por la empresa en particular, que podría ser muy superior o inferior.