CUSTOMER CURATOR | PERSONAL FINANCE AREA

Do you like to communicate with people, know how to listen and ask the right questions? Would you like to gain new knowledge in the field of finance and grow together with a professional team?
We invite you to join the team of client curators!
Your main task is to establish a relationship with the client, find out their financial needs, goals and expectations and pass this information on to the financial consultant, who will further develop an individual financial strategy.
The most important thing in this position is not to sell, but to hear, understand and properly clarify the client's needs. You will be interacting with people for most of the working day, so your communication skills and ability to build trust will be the most important.

Your work will consist of three main stages:
1. You will meet with clients. You will conduct initial meetings in person or remotely, establish contact and help the client more clearly identify their financial goals and needs.
2. You will clarify needs. According to a clear conversation structure, you will collect information about the client's financial situation, goals, expectations and future plans. The most important thing is to listen actively and ask the right questions.
3. You will pass the information on to the consultant. You will record the conversation information in the CRM system and pass it on to the financial consultant, who will prepare an individual financial strategy based on the clarified needs.
Important: you will not need to prepare financial strategies or sell financial products. Your responsibility is to make a high-quality first contact and clarify the client's needs.

Experience in finance or sales is not necessary. What matters to us is your personal qualities, motivation and willingness to learn.
We expect you to:

• You are an excellent communicator – you know how to actively listen, speak clearly, convey your thoughts and build a relationship based on trust.
• You are curious, a quick learner and want to constantly improve.
• You are not afraid to leave your comfort zone, communicate with different people and accept that not every conversation will be successful.
• You are interested in the topic of finance and want to better understand financial solutions and their adaptation to individual client needs.
• You are responsible, organized and able to independently plan your activities.

If you like to communicate with people, are curious and want to learn new things – we invite you to join!
Click “Apply” on the CVbankas.lt platform.
Don’t have a CV? No problem! Apply and write 3 sentences about yourself – we want to get to know you.

1199-2500 €/mon. gross