Strategic Financial Partner - Surrey - beBeePersonalBanking

    beBeePersonalBanking
    beBeePersonalBanking Surrey

    1 week ago

    Full time

    Job title: Banking Advisor

    Description

    Financial Services Representative

    This role offers an opportunity to be a trusted financial partner supporting clients through their evolving investment and deposit needs. As a banking professional, you will have the chance to make a positive impact on our organization through your expertise in portfolio management, client relationship building, and financial solutions.



    Your Key Responsibilities:


    • Build lasting relationships with clients by understanding their unique financial goals.

    • Identify opportunities that contribute to clients' financial success.

    • Develop personalized strategies for lending portfolios and provide recommendations for key client accounts.

    • Maintain knowledge of market trends and economic shifts to advise clients on borrowing and investment decisions.
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