Premier Client Advisor
2 weeks ago
Job Overview:
The Premier Client Advisor will be responsible for delivering exceptional service to our VIP banking customers, driving revenue growth through strategic cross-selling, and building strong relationships with clients.
Key Responsibilities:
- Develop and execute proactive business solicitation and relationship-building strategies to satisfy clients' wealth management needs
- Identify and capitalize on opportunities to sell wealth management products and services to VIP clients
- Collaborate with internal stakeholders to ensure seamless delivery of high-quality services to VIP customers
- Stay up-to-date with industry trends and developments to inform business development and sales strategies
- Contribute to a positive and supportive team environment by providing guidance and support to colleagues as needed
Essential Qualifications:
- Relevant work experience in banking, preferably with a focus on wealth management or sales
- Strong understanding of insurance sales principles and practices
- Ability to build and maintain strong relationships with clients and colleagues
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