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Corporate Financial Services Specialist
2 weeks ago
This is an exciting opportunity to join our dynamic team as a Financial Planning Specialist.
Job Overview- Design and implement customized financial plans for high net worth clients
- Collaborate with internal teams to ensure seamless delivery of services
- Maintain in-depth knowledge of our products and services to provide expert advice
- Minimum 3-5 years' experience in a sales environment
- Strong understanding of long-term insurance products and the bank's offerings
- Ability to build strong relationships with clients and internal stakeholders