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CLIENT ADVISORY SERVICES REP - HOUSTON in Houston, TX (Texas, USA, United States)

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CLIENT ADVISORY SERVICES REP - HOUSTON

Description : Imagine a Fortune 500 company with a real innovative streak. A financial powerhouse poised to redefine its industry. Capital One Financial Corporation is a holding company offering an unmatched range of financial products and services to consumers, small businesses and commercial clients. With over 700 branches, our footprint includes: New York, New Jersey, Connecticut, Texas and Louisiana and our ambitions are truly national.

So what does this mean for you? How about the chance to excel in our supportive, team-oriented environment? To be challenged to advance your skills alongside the brightest talent in the business. And to take on important responsibility from day one while building a rewarding careers all with a fast-growing industry leader.

At Capital One Bank, we are looking for employees with a passion for excellence!

The Client Advisory Services (CAS) Representative is responsible for, procuring,developing, closing and managing Client Advisory Services prospects and clients, primarily wealthy individuals and business owners. This position is responsible for developing the market area in which it resides through a deep knowledge of business, professional, community and philanthropic networks. This position is responsible for developing a network ofinternal Bank relationships; commercial and businesslending, asset management, resource managers andtrust, through which the CAS process can be leveraged in order to significantly grow those lines of business. Develop significant opportunities for cross-selling as a result of establishing deep relationships with clients is essential. This position will require managing a portfolio of CAS cases through their individual consulting strategy processes. This position will work with the entire CAS team and may supervise certain support staff. Please note, you will be required to complete the Certified Financial Planning Certification course of study and licensing within 3 years from date of employment.

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Role : CLIENT ADVISORY SERVICES REP - HOUSTONThis job has now expired
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Type : Permanent
Location : Houston, TX (Texas, USA, United States)
Salary : market rate
Spoken Language : English
Main Industry : Search Finance, Banking & Insurance Jobs
Other Industries and Skills : Financial services & Pension management
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CLIENT ADVISORY SERVICES REP - HOUSTON in Houston, TX (Texas, USA, United States)

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