Personal Finance Advisor

Role Overview

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients. Your role is to listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You drive results by recommending investments, loans, and insurance products, balancing member/client satisfaction, business objectives, profitability and prudent risk management. You collaborate with various partners and experts to design integrated strategies that meet the needs of members and clients.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
• Stay up-to-date on the financial services industry, market trend...