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Financial Services Advisor
hace 2 meses
Citi is seeking a highly motivated and detail-oriented Financial Services Advisor to join our team. As a Financial Services Advisor, you will be responsible for providing exceptional customer service and financial guidance to our clients.
Key Responsibilities- Prospect and identify new business opportunities
- Develop and implement personalized financial plans for clients
- Conduct thorough needs assessments and provide tailored solutions
- Build and maintain strong relationships with clients and colleagues
- Meet or exceed sales targets and business objectives
- Bachelor's degree in a related field or equivalent experience
- Minimum 1 year of experience in financial services or a related field
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment and meet deadlines
- Proficiency in financial software and systems
Citi is an equal opportunity employer and offers a competitive salary and benefits package. We are committed to diversity and inclusion in the workplace and strive to create a work environment that is inclusive and respectful of all employees.