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