Advisor, Business development and sales support
Core
Serve and maintain business relationships with members and clients, selling products and services through multiple distribution channels based on client needs and organizational strategies.
Role type
Business development and sales advisor
Builds
Customer retention and sales of financial products/services
Domain
Financial services / Private wealth management
Deliverable
client delivery
Required skills
Customer relationship management, needs analysis, report writing, product knowledge, stakeholder advising
Preferred skills
Interpersonal savvy, nimble learning, action orientation
Technologies
None stated
Responsibilities
Establish consulting relationships to identify needs and promote retention; Analyze and respond to customer requests; Collect and analyze information to write reports and recommendations; Keep abreast of new developments in standards and products
Seniority
Entry-level to Junior (1+ years experience)