PREMIUM CLIENT FINANCIAL ADVISOR

SofiaOn-site
Finance and Accounting · Services
PREMIUM CLIENT FINANCIAL ADVISOR
Our client is a well-established financial institution with a leading position in both the Bulgarian and international banking markets. As part of the continued expansion of its Premium Banking division, the company is looking for a Premium Client Financial Advisor to join its team.
Key Responsibilities
- Identify the individual needs of premium clients and provide tailored financial solutions;
- Proactively promote banking products and services aligned with each client’s specific profile and financial goals;
- Build, develop, and maintain long-term relationships with clients within an assigned portfolio;
- Deliver an exceptional level of service and customer experience in line with premium banking standards;
- Support the processing of documentation and coordinate banking operations while ensuring compliance with internal policies and procedures.
Requirements
- University degree (preferably in Economics, Finance, Business Administration, or a related field);
- Minimum of 2 years of experience in the banking or financial services sector;
- Excellent communication and relationship-building skills with a strong customer-focused approach;
- Ability to establish trust and maintain long-term client relationships;
- Good computer literacy, including proficiency in MS Office;
- Very good command of English;
- Proactive mindset, strong sense of responsibility, and a results-oriented attitude.
What’s on Offer
- Competitive salary package and performance-based bonus scheme;
- Opportunity to work with high-net-worth and premium banking clients;
- Professional growth opportunities within the premium banking segment;
- Specialized training programs and ongoing expertise development;
- Excellent working environment with strong team support;
- Attractive employee benefits package.
If you are passionate about delivering outstanding client service and building long-term relationships in the financial sector, we would be delighted to hear from you. Apply today and take the next step in your banking career.
PAL Recruitment — REG No 3350