Central East Financial Advisor
hace 17 horas
- Build effective, trust-based relationships with clients by understanding their financial needs and priorities.
- Develop and maintain knowledge of the financial industry, economy, and market conditions.
- Cultivate internal partnerships with Branch Managers to promote integrated sales and service efforts.
- Maintain accurate client data and self-monitor sales performance.
Education and Experience:
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Premium Banker Central East Region
hace 1 día
San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completoJob TypeFull Time: ExemptGeneral DescriptionThe Premium Banker provides personalized financial orientations through financial planning tools, in order to help clients reach their goals. Responsible for cross:selling initiatives to grow and deepen client relationships, achieving sales targets to increase market share. Must attain a high level of client...
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Business Development Manager Central East
hace 1 día
San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completoCompany OverviewWe are a leading financial institution in Puerto Rico, dedicated to providing personalized financial solutions to our clients.
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Premium Banking Specialist
hace 21 horas
San Juan, San Juan, Puerto Rico Buscojobs Puerto Rico A tiempo completoJob DescriptionProvide financial orientations and guidance to clients through financial planning tools.Identify cross-selling opportunities to grow and deepen client relationships.Meet sales targets to increase market share and achieve high levels of client satisfaction and retention.Key Responsibilities:
