Drive client success as an Investment Advisor with Altus Commercial Receivables, the industry's trusted expert in financial solutions. Utilize your skills to assess and deliver customized investment strategies.
In this full-time role, you'll manage and grow relationships with clients while providing tailored investment advice. A successful candidate will have 3 to 5 years of experience in the field, demonstrating a commitment to client engagement and satisfaction. You will be at the forefront of understanding each client’s unique investment needs.
Key Responsibilities:
• Assess and analyze individual client investment needs
• Deliver personalized investment strategies to clients
• Build and nurture relationships with existing clients
• Collaborate with Underwriting and Claims as needed
• Meet sales targets and contribute to overall growth
Requirements:
• 3 to 5 years of investment advising experience
• Strong sales and communication skills
• Ability to ...