Home
/
Comprehensive
/
Financial Advsior II
Financial Advsior II-March 2024
Luxemburg
Mar 29, 2026
About Financial Advsior II

  JOB REQUIREMENTS: Bank of Luxemburg is hiring a full time FinancialAdvisor II. This position will work primarily from our main office inLuxemburg. This position will work Mon-Fri 8am-5pm with occasionalevening appointments as needed. Position Summary: Sell investment andinsurance services to clients and provides assistance to otherinvestment representatives on sales ideas and training. Develop andmaintain the highest standards of customer service with both bankemployees and bank customers. Principal Responsibilities and Duties: 1.Conducts Investment and Insurance Sales A. Make initial contact ofpotential clients through phone, mail, workshops and set appointments.B. Interview potential clients assessing investment and insurance needs.C. Provide suggestions of products, course of action and provides clientwith relevant information. D. Write up sales based on suggestions,complete application, collect payment, directing information to officemanager for processing and tracking. E. Follow up with periodic reviewof accounts, ensuring that adequate customer service is provided byinforming customer of current market trends and recommending investmentand insurance strategies. F. Support administrative office personnel. 3.Promote Business Development A. Support company\'s goals and objectives,assists branches in obtaining new relationships. B. Assist and supportin the implementation of all marketing and sales strategies designed tomaximize growth and profitability. C. Cross sell and refers a full rangeof investment and banking services to present and potential customers.D. Support and assist in the implementation of all bank marketing andsales strategies designed to maximize growth and profitability. E. Keepinformed on changes within our market, recommending market opportunitiesfor growth and development. Additional Duties and Responsibilities: 1.Keeps abreast of key economic data and regulatory changes which mayimpact the financial performance of the Bank. 2. Maintains up-to-datejob knowledge through professional reading and affiliation withappropriate industry organizations. 3. Performs other duties as may benecessary to fulfill the responsibilities of this position. WorkRelationships and Scope: Has regular contact with all personnel. Hascontact with vendors, consultants, regulators, government agencies andother outside parties. Has access to highly confidential customer,financial and general Bank/RJD information. Has certain security, lockup and oversight responsibilities. ***** OTHER EXPERIENCE ANDQUALIFICATIONS: Business or finance degree and three to five year\'ssales experience in insurance and securities or equivalent experience(five to seven years experience in insurance and securities. Series 7 &63 and life and health insurance licenses required or ability to attainlicensing in six months. Certified Financial Planner (CFP) andRegistered Investment Advisor (RIA), is desired. Previous supervisorexperience required. Ability to work with all levels within theorganization and make appropriate recommendations. Ability tocommunicate effectively with people both internally and externally.Ability to manage multiple projects/tasks at one time; flexible;adaptable. Understanding of and concurrence with bank philosophy.Demonstrated ability to work harmoniously with all types of people.Demonstrated ability to obtain cooperation from others and build a senseof teamwork. Previous training and mentoring experience desired. Must beself-motivated, sales oriented, and possess excellent communicationskills. Ability to prioritize and meet deadlines. Keyboard and computerknowledge required. ***** APPLICATION INSTRUCTIONS: Apply Online:https://www.paycomonline.net/v4/ats/web.php/jobs/ViewJobDetails?job=144205&clientkey=BF8D06662683EE7500284AB3421F5B24

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Sales Manager Cartonboard - Location TBD
Sales Manager Cartonboard - Location TBDSales and RelatedMiamisburg*ID:271-382*Full-Time/RegularPurpose:What if you could go to work and contribute to a sustainable future? Billerud is a leading sust
Veterinary Technician - Surgery
Are you a dedicated Licensed Veterinary Technician (LVT) who has poured your heart and soul into your credentials? Do you dream of working alongside a team of exceptional veterinary professionals in
Utility Pole Inspection Foreman-CA
Did you know 90% of our senior management started with Osmose as a Foreman? Start your career as a Foreman Apprentice and be promoted to a Foreman in an average of 8 weeks. At Osmose, we believe in p
Room Attendant - Signing Bonus
Description$500 Sign-On Bonus2+ years previous hotel housekeeping experience to qualify for Sign-On bonus.-----Payout Schedule: $125 after 30 days, $125 after 180 days, and $250 after 365 days.POSITI
Assistant Professor (tenure-track) in Climate Systems - Department of Earth, Env
PostedOctober 18, 2022The Department of Earth, Environmental and Planetary Sciences invites applications for a tenure-track Assistant Professor position in Climate Systems. We welcome applications fr
Staff Electrical Design Engineer - Avionics
Who We Are:Ever wonder who brings the entertainment to your flights? Panasonic Avionics Corporation is #1 in the industry for delivering inflight products such as movies, games, WiFi, and now Bluetoo
Physical Therapist
SummaryWe are hiring for a Physical Therapist.$92000 - $110000 / yearAt Assured Home Health, part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connectio
Assistant Store Manager
Location: 1227 Bridge St., Clarkston WA 99403Sign-On Bonus up to $900Build a Career Home and Enjoy an Employee-Friendly Culture at aFast-Growing Operator of C-Stores across the Pacific NorthwestYou m
Food Service Worker NA-02
Summary This position is located at Daugherty Bowling Center, Fort Leonard Wood, Missouri. To better expedite the hiring process, we recommend including full contact information (name, address, phone
Full-Time Lecturer (String Education Focus) - Department of Music
PostedMay 11, 2023The Department of Music in the College of Arts and Sciences at Case Western Reserve seeks applications for a full-time Lecturer in Music Education (String Education Focus) for the 2
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved