You will manage a portfolio of Premier customers with salaries of £75,000 + , mortgage borrowing requirements in excess of £200,000 and/or savings and investments between £50,000 and £2,000,000. This will involve arranging regular meetings to understand customer needs and sell products that meet them. We will also expect you to add new customers to your portfolio.
The candidate:
Tenacious, confident and target-driven, you will be capable of exploring and understanding customers’ needs and lifestyles to create opportunities and using your excellent financial knowledge to provide high quality advice. The ability to project a credible, professional image at all times, communicate and empathise with a wide range of people and build relationships that are based on trust will be essential.
A SUCCESSFUL SALES RECORD IN FINANCIAL SERVICES, PREFERABLY PERSONAL, PREMIER OR BUSINESS BANKING IS ESSENTIAL.
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