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Personal Advisor
About the role
Proactively help both new and existing customers achieve financial security. Serve as a trusted, long-term partner through all life stages. Provide holistic advisory on savings, loans, and pensions. Work closely with all business areas within LF Gotland to create a seamless, value-driven customer experience.
Requirements
- Experience in banking/finance advisory or equivalent
- Post-secondary education
- Strong administrative skills and comfort working across IT systems
- Understanding of business-driving processes and customer satisfaction
- Communicative, able to build trust with customers and colleagues
