Senior Manager in financial wellbeing strategy for a bank helping customers navigate financial difficulty. Leading customer treatment strategies with a team to improve customer outcomes in unsecured lending.
About the role
- Financial Planner developing and maintaining relationships with clients to meet their financial goals. Advising on savings and investments for individuals and business leaders.
Responsibilities
- Develop new business with customers composed of individuals and/or business leaders
- Develop and maintain business relationships with members and clients
- Ensure the in-transfer of members' external assets
- Advise members and customers on financial strategies
- Develop and maintain sustainable collaborations with account managers and business partners
- Adhere to current policies, practices, and standards
Requirements
- Bachelor's degree in a related field
- A minimum of four years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Accounts Receivable Manager overseeing accounts receivable management and financial operations for advertising industry. Ensuring accurate invoicing and operational reporting in dynamic environment.
Project Finance Manager responsible for financing renewable energy projects in Hungary and surrounding regions. Collaborating with banks, leading financing processes, and ensuring business continuity in growth strategy.
Digital Platforms Senior Analyst at Protiviti driving financial platform strategies. Collaborating across teams to enhance and innovate financial applications in a hybrid work environment.
Commissioned Financial Advisor assisting customers in reaching their financial goals by providing tailored financial advice. Working with Old Mutual, a leading insurance company in Africa.
Financial Consultant managing customer inquiries and providing product advice in Ulundi. Ensuring customer satisfaction and compliance with established standards.
Investments Director responsible for managing the diligence process for QTS's real estate investments. Collaboration with teams for project management and financial analysis in a leading digital infrastructure company.
Quantitative Risk Analyst II providing critical risk management support at USAA. Developing models, assessments, and tools to aggregate and manage key financial risks.
Bilingual Associate Manager supporting Claims team operations and leadership within Manulife. Overseeing service excellence and staff development across core processing functions in a remote role.
Investment Operations Specialist managing relationships with investment data vendors at Partners Group. Focus on vendor management, contract negotiations, and enhancing data access for investment teams.