As a Financial Specialist, you will manage an existing portfolio of clients and foster new relationships in a strong collaborative environment. Key responsibilities include providing holistic advice and client-centric support to help clients achieve their financial objectives.
Key Responsibilities:
* Manage client relationships and provide expert financial guidance to drive long-term results
* Develop and implement comprehensive financial strategies tailored to each client's needs
* Stay up-to-date with industry developments and best practices to deliver exceptional service and exceed client expectations