Commercial Investment Advisor

Job description

Function As a commercial investment advisor, you guide clients in their long-term financial decisions. Your agenda revolves around client conversations, follow-up and relationship management . What you do: Actively invite clients and conduct conversations about saving and investing Analyze the financial situation and needs of clients Build and manage your own client portfolio Stand in for the commercial growth of the office Work on appointment, primarily at the office Collaborate with colleagues...

Required skills

commercial relationship management office investment client advisor conversations follow-up colleagues long-term saving investing financial decisions

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