existing relationship with all the different financial institutions
looking for an energetic and dynamic Client Liaison Officer to join our team.
Position Overview:
Overview:
The Client Liaison Officer will be responsible for maintaining and building
to source potential leads. Identify clients' financial needs through effective questioning and pre-qualification potential. Marketing support and expenses covered. In-office administrative assistance. Company vehicle use
to source potential leads. Identify clients' financial needs through effective questioning and pre-qualification potential. Marketing support and expenses covered. In-office administrative assistance. Company vehicle use
reap the rewards. Start your own professional financial planning practice under the prestigious Liberty Activities: Provide an advice-based approach to financial solutions. In this profession, new business development Provide holistic financial planning and investment advisory services. Present financial strategies and Develop and grow your client portfolios Manage your financial practice Remain accredited and up to date in terms permanent yet flexible environment, that is also financially rewarding.
reap the rewards. Start your own professional financial planning practice under the prestigious Liberty Activities: Provide an advice-based approach to financial solutions. In this profession, new business development Provide holistic financial planning and investment advisory services. Present financial strategies and Develop and grow your client portfolios Manage your financial practice Remain accredited and up to date in terms permanent yet flexible environment, that is also financially rewarding.
selling techniques, either switches them from other financial institutions or to offer them a new home finance House Days Identify needs Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations Verbal communication Written communication
selling techniques, either switches them from other financial institutions or to offer them a new home finance House Days Identify needs Identify the primary financial and emotional needs of the potential client by linking it to the credit matrix Identify the financial problems / challenges faced by the potential client Networking Relationship building People skills Financial calculations Verbal communication Written communication
related results as needed Meets regional sales financial objectives by forecasting requirements and preparing (advantageous) Computer literacy, especially Microsoft Office (Excel, Word, Powerpoint & Outlook) Valid Driver's skills English, both written and spoken Strong financial acumen (Sales orientated) Self-starter/ Ability
related results as needed Meets regional sales financial objectives by forecasting requirements and preparing (advantageous) Computer literacy, especially Microsoft Office (Excel, Word, Powerpoint & Outlook) Valid Driver's skills English, both written and spoken Strong financial acumen (Sales orientated) Self-starter/ Ability