Prospera'S Virtual Relationship Manager Role (Surrey)

Prospera'S Virtual Relationship Manager Role (Surrey)

29 Sep
|
Prospera
|
Surrey

29 Sep

Prospera

Surrey

Enhance customer financial well-being as a Virtual Relationship Manager at Prospera. This hybrid role emphasizes meaningful virtual interactions and personalized service.You will engage with members, providing tailored financial guidance and managing their inquiries effectively. With a robust background in financial services and strong interpersonal skills, your expertise will help members navigate lending and investment opportunities. Flexibility is key, as the role supports an extended hours operation while promoting an inclusive work workplace.Key Responsibilities:Offer personalized financial guidance across various channelsConduct virtual appointments and face-to-face interactionsProcess loan applications and advise on investmentsAssist with insurance coverage options seamlesslyProvide technical support for online banking inquiriesRequirements:3+ years of experience in the financial sectorKnowledge of lending and investment products requiredContact center experience is a strong assetMust possess or be willing to obtain mutual fund licenseExcellent verbal communication and advisory skillsCultivate financial growth and relationship-building as a key team member at Prospera.

📌 Prospera'S Virtual Relationship Manager Role (Surrey)
🏢 Prospera
📍 Surrey

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