1 to 2 of 2 Financial Analysis Jobs in Wales

mass affluent clients through proactive outreach to an assigned book of business and referrals from bank partners. Strengthens and manages existing relationships through providing financial advice, partnering with investment and insurance specialists to provide goals based planning advice and services. Provides guidance and fulfills on loan and deposit needs … ensuring appropriate banking products and services are aligned to support the customer's financial goals. This position cultivates strong relationships with branch and business banking teams within a defined bank Area and/or specific market; as well, with mortgage, FCIS and other sales partners to build and manage … full financial relationships. Responsibilities: Sales - Achieve individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending. Engage with customers, prospects and more »

Sage Accounts and Excel skills to assist the Director Finance to complete all accounting roles. Responsibilities include: Production for the monthly management accounts Providing financial analysis and guidance on all relevant activities/targets/plans etc Support the production of the annual budget. Promote visibility of finance … management experience Strong excel skills (pivot tables, v-Look ups minimum) Flexible & diplomatic in approach Excellent communication skills The ability to interact with senior financial and non-financial stakeholders across the business, on a variety of both financial and non-financial matters. This is a fully more »