Senior Financial Consultant
5 days ago
Fintechnordics seeks a skilled Sales Advisor to join our international team. In this role, you'll work closely with clients, understanding their financial goals and objectives, and providing expert advice to help them achieve success.
About the JobYour responsibilities will include developing and managing a portfolio of high-net-worth individuals, advising on a range of financial products, and building long-term relationships with clients.
- Develop and manage a portfolio of wealth management clients (B2C)
- Build trusting relationships through strong communication and a personalized advisory approach
- Advise on a wide range of products, including Lump Sum Investments, Global Funds, Regular Savings Plans, and Fintech solutions
To succeed in this role, you'll need excellent sales skills, a strong understanding of offshore investments, and the ability to communicate complex financial information in a clear and concise manner.
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