Transform member banking experiences with Prospera as a Hybrid Virtual Relationship Manager. Offer tailored financial guidance and manage inquiries while working in a supportive workplace.

In this role, you will leverage over three years of financial services experience to provide expert advice via virtual appointments. Your focus will be on lending solutions, investment opportunities, and personalized financial health checks. You will work in a hybrid mode, supporting extended operational hours while ensuring customer satisfaction through effective communication and problem resolution.

Key Responsibilities:
Provide comprehensive financial guidance and advice to members
Manage inbound and outbound calls to assist members
Facilitate virtual appointments,



ensuring member convenience
Onboard new wealth members and process trades
Prepare loan documents and approve within lending authority

Requirements:
Minimum 3+ years in financial services
Experience in contact center environments preferred
Licensed to sell mutual funds or willingness to obtain
Robust financial acumen and knowledge of services
Excellent communication skills for complex situations

Elevate member experiences and provide financial insights while thriving in the hybrid environment at Prospera.
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📌 Hybrid Virtual Financial Advisor At Prospera Surrey
🏢 Prospera
📍 Surrey