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President

Company: Union Bank
Location: Santa Barbara
Posted on: June 8, 2019

Job Description:

Job Summary: The Financial Advisor plays a meaningful role in the responsibility for the advising, selling and servicing of UnionBanc Investment Services products and services to our valued clients. Major Responsibilities: The role of our Financial Advisors will be responsible for the advising and servicing of UnionBanc Investment Services products to internal and external prospects of the bank. This position is for you if you like to participate in these activities which include: Profiling clients by obtaining financial information and suitability information. Advises on the customized investment needs. Assesses client investment needs and goals, reviews existing investment portfolios /allocations and develops plan to meet the client needs. Advices to customers on a wide range of comprehensive investment products that include stocks, bonds, options, mutual funds, securities, annuities, insurance products, etc. Interprets financials market information on pricing, PE information, volume trends, etc. and other updates. Following up with your client contact to close the sales. Extensive financial analysis review of the client's financial documents and assessment of suitability of investment products. Executes new sales generation thru referral activities. Maintains existing relationship with clients in order to handle future investment needs. Conducts business development functions, such as seminars and client appreciation events. Continuing to expand customer relationships. Works with assigned branches to improve the overall banking relations and Bank wide products offered to customers Responsibility for all administrative compliance activities: oCompleting and maintains all required paperwork associated with the sales and maintenance of client accounts. oThis includes suitability update forms, account applications, acknowledgement forms, and any other required compliance paperwork depending on business done.

Keywords: Union Bank, Santa Barbara , President, Other , Santa Barbara, California

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