virtual financial advisor - Surrey - beBeeFinancialAdvisor

    beBeeFinancialAdvisor
    beBeeFinancialAdvisor Surrey

    5 days ago

    Full time

    Job title: Virtual Relationship Manager

    Description

    Job Title

    Prospera is hiring a skilled Virtual Relationship Manager to join our team.

    The Virtual Relationship Manager will work closely with members to provide personalized financial guidance, encompassing lending options, investment opportunities and financial health checks. This role requires excellent communication skills and the ability to convey complex information clearly in order to deliver sound advice in a range of member situations.


    Key Responsibilities:


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