Affluent Market Financial Advisor- (draw salary plus commission)
MANUFACTURERS AND TRADERS TRUST COMPANY(17 days ago)
About this role
The role involves providing advice-based financial solutions to clients in the mass affluent segment, primarily offering investment and insurance products. The position focuses on growing the business through personalized needs analysis, recommending suitable solutions, and building strong client relationships. It requires collaboration with various banking and wealth partners to meet client needs and ensure regulatory compliance.
Required Skills
- Financial Planning
- Investment Advisory
- Insurance
- Client Relationship
- Regulatory Compliance
- Sales
- Financial Analysis
- Credit Analysis
- Risk Management
- Customer Service
About MANUFACTURERS AND TRADERS TRUST COMPANY
mandtbank.comN/A
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