Customer Financial Strategist
We are seeking a highly motivated and performance-driven professional to join our Customer Financial Planning team. As a key strategic area for development, this role offers an excellent opportunity to build relationships with customers and stakeholders, generate referrals, and convert them to meetings.
Main Objectives:
* Provide expert advice to customers covering all of their financial needs.
* Collaborate with regional and local management to support the achievement of business goals.
* Grow/retain assets under management by effectively dealing with mass market customer segments.
* Develop and maintain strong partnerships with colleagues across multiple channels.