RMB is seeking a Private Client Advisor to provide exceptional service and education in wealth creation and management to private clients. The ideal candidate will have a relevant degree, regulatory compliance certifications, and 3-5 years of experience in a financial sales/service environment
Job Summary
Deliver exceptional experience and education to Private Clients on basic wealth creation, accumulation.
Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles.
Earn basic guaranteed rewards with uncapped earning potential.
Matching Summary
Match Score: 85
RMB is seeking a Private Client Advisor to provide exceptional service and education in wealth creation and management to private clients. The ideal candidate will have a relevant degree, regulatory compliance certifications, and 3-5 years of experience in a financial sales/service environment.