Financial Planner
Core
Provide financial and investment planning and advice to help customers achieve their financial goals through the sale of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Managed products and services (mutual funds, retirement savings plans) and banking solutions
Domain
Retail Banking / Personal Finance
Deliverable
product features
Required skills
Financial planning, needs-based assessment, business development, relationship management, regulatory compliance, data analysis, strategic problem solving
Preferred skills
Portuguese language proficiency, advanced knowledge of financial industry trends, creative solution design
Technologies
Guidance tools, marketing promotion platforms
Responsibilities
Proactively engage with new and existing customers to identify opportunities; Implement business development strategies including outbound calling; Generate referrals for personal and commercial banking products; Develop and implement relationship management plans; Respond to customer investment requests and refer to partners as needed; Maintain current knowledge of investment products and integrate into customer conversations.
Seniority
Mid-level IC (3-5 years experience)
