Das ist der Job
Interpersonal savvy and communication skills are therefore essential.
Darum lohnt es sich
More specifically, you will be required to:
What We Offer Competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, stable income throughout retirement Group insurance including tele Responsibilities
As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass‑affluent Signature Service members and clients.
Required
You advise and assist members and clients in executing strategies using the 360° approach, including savings and investments, in line with the established plan, to help them achieve their financial and personal goals.
You work closely with the senior wealth management advisor, serving as a partner in maintaining business relationships with clients and maintaining relationships with expert partners and colleagues. You offer premium support to members and clients. You carry out and follow up on strategies.
You make recommendations to ensure the full satisfaction of members and clients and to support business growth. You drive results by ensuring sound risk and compliance management, and compliance with practices and policies.
Your close, regular contact with members and clients and their associates helps you carry out business development activities for the 360° approach.
