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Client Relationship Manager
1 week ago
This is an exciting opportunity to be part of a dynamic team that is passionate about helping customers achieve their financial goals.
As a Financial Wellness Advisor, you will be responsible for identifying customer financial needs, providing sound financial advice, and recommending 'fit for purpose' financial plans and solutions.
Responsibilities- Develop and maintain relationships with existing customers
- Identify new business opportunities and expand sales of products and services
- Work closely with cross-functional teams to deliver exceptional customer experiences
- Competitive salary and benefits package
- Opportunities for career growth and development
- Collaborative and dynamic work environment
