Client Advisor, Germany, Vice President - Delhi, IA, United States - Sapphire Technologies

Sapphire Technologies

Verified Company

Delhi, IA, United States

2 days ago

Posted by:

James Miller

beBee Recruiter

Freelance

Description

Are you an ambitious, determined individual with a passion for delivering exceptional service to clients? If so, this role in Delhi, IA presents an exciting opportunity to advance your career.

We are actively seeking highly talented individuals who are collaborative, confident, and motivated to provide a world-class experience to our clients.

Job Summary

As a Client Advisor, you will be responsible for acquiring and retaining new clients through your extensive knowledge of investments, banking, trust services, and financial planning.

You will also play a crucial role in ensuring a top-notch client experience by utilizing our resources to provide a comprehensive wealth management solution.

Our Client Advisors are self-motivated individuals with a proven track record of success. They possess strong problem-solving skills and offer specialized advice to clients.

In this role, you will build and maintain relationships with clients by earning their trust, understanding their needs, providing targeted advice, and delivering an exceptional experience.

Our culture is driven by performance, transparency, and partnership, with a focus on objective, transparent goals and active teamwork to foster success.

Responsibilities:

Generate business results and acquire new assets from both existing and new clients
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and banking needs
Collaborate with internal specialists to provide interdisciplinary expertise to clients when needed
Understand clients' goals and objectives to develop and implement an investment plan for their overall balance sheet, including asset allocation, investment management, portfolio construction, tactical