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- Tasks: Support clients in their financial journeys with tailored solutions and excellent service.
- Company: Leading financial services firm in Dundee with a focus on inclusivity.
- Benefits: Competitive hourly pay, benefits, and a supportive work environment.
- Why this job: Make a real difference in clients' lives while developing your sales and relationship skills.
- Qualifications: Strong sales skills and expertise in client relationship management.
The predicted salary is between 13 - 16 £ per hour.
A leading financial services firm in Dundee is seeking a Financial Wellness Associate to support clients in their financial journeys. This hybrid role requires strong sales skills and expertise in client relationship management to provide tailored financial solutions. The position combines client service with transaction support, offering competitive hourly pay and benefits while focusing on creating a supportive and inclusive workplace.
Hybrid Financial Wellness Advisor — Remote + In-Person in Dundee employer: KeyCorp
Contact Detail:
KeyCorp Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Wellness Advisor — Remote + In-Person in Dundee
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get the chance to chat with potential employers, be ready to showcase your sales skills and client relationship management expertise. A confident and tailored approach can really make you stand out.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After interviews or networking events, drop a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that Financial Wellness Associate role. Plus, it’s a great way to show your interest in joining our supportive and inclusive workplace.
We think you need these skills to ace Hybrid Financial Wellness Advisor — Remote + In-Person in Dundee
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales skills and client relationship management experience. We want to see how you can support clients on their financial journeys, so be specific about your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this hybrid role. Share your passion for financial wellness and how you can create a supportive environment for clients.
Showcase Your Communication Skills: In this role, strong communication is key. Make sure your application reflects your ability to connect with clients. Whether it's through your writing style or examples of past interactions, let us see your skills in action!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at KeyCorp
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around wellness strategies and tailored solutions. Be ready to discuss how you can help clients navigate their financial journeys with confidence.
✨Show Off Your Sales Skills
Prepare examples of your past sales successes and how you've built strong client relationships. This role is all about connecting with clients, so demonstrate your ability to engage and persuade effectively.
✨Emphasise Inclusivity
Since the company values a supportive and inclusive workplace, think about how you can contribute to that culture. Share experiences where you've fostered inclusivity or supported diverse clients in your previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to financial wellness and client support. This shows your genuine interest in the role and helps you understand how you can fit into their vision.
