Ejec. De Cuenta
Core
Promoting and selling financial products, prospecting new clients, and providing financial advisory solutions.
Role type
Account Executive (Financial Services)
Builds
Financial product solutions for clients
Domain
Financial Services
Deliverable
client delivery
Required skills
financial product sales, client prospecting, financial advisory, client relationship management, regulatory compliance
Responsibilities
Promote and sell financial products, prospect new clients, advise on financial solutions, follow up on client financial situations and regulatory requirements