Financial Relationship Advisor - Québec City - beBeeClientCentricity

    beBeeClientCentricity
    beBeeClientCentricity Québec City

    2 days ago

    Job title: Banking Advisor

    Description

    Role Summary


    This role focuses on building long-term client relationships and fostering a culture of exceptional service. Key responsibilities include identifying banking needs, providing expert advice, and creating personalized solutions to drive sales growth.



    Job Description


    The ideal candidate will possess excellent communication skills, be highly organized, and have the ability to work effectively in a team environment. They should also demonstrate strong problem-solving skills and a passion for delivering outstanding results.


    • Client Engagement: 
      Proactively engage with clients to understand their financial goals, objectives, and concerns. 
      • Develop deep understanding of client needs through active listening,  probing questions …

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