Financial Retail Sales Assistant - Non-Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer basic product questions, make changes to accounts, and open new accounts. Being a Financial Retail Sales Assistant - Non-Registered coordinates but does not execute orders. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Non-Registered tracks referrals, schedules sales appointments, and fulfills requests for information. Has a basic knowledge and understanding of the firm's product offerings. Typically requires an associate degree. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Non-Registered works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Retail Sales Assistant - Non-Registered typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Join our dynamic Latin American Financial Institutions Group team as head of Non-Bank Financial Institutions Sales for the region with responsibility across the entire suite of Payments products and solutions.
As Head of Non-Bank Financial Institutions (NBFI) Sales for Payments in Latin America, you will be responsible for origination and execution of new business across the asset management, insurance, fintech and credit management sectors with strong expertise in one or more of these segments. You will collaborate with global, and regional stakeholders including Global Corporate Bank, Securities Services, Markets, Investor Client Management and other Corporate & Investment Bank colleagues. This role entails driving and ensuring seamless execution of the growth strategy (inbound/outbound) across the LATAM region. This role reports directly to the head of FIG Sales for LATAM and also has accountability to the global head of NBFI Sales.
Job Responsibilities:
Required qualifications, capabilities and skills:
0 Financial Retail Sales Assistant - Non-Registered jobs found in Miami, FL area