Client needs identification jobs

Spec Sls Wealth Insurance RBWM

HSBC · Posted Nov 9, 2026

Open

Toluca, Mexico State, Mexico
2+ years

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Spec Sls Wealth Insurance RBWM

HSBC · Posted Nov 9, 2026

Open

Toluca, Mexico State, Mexico
2+ years

Apply with RefersoAI Apply on careers page

Regional Retail Business Development Officer

C&N · Posted Nov 6, 2026

Open

4–6 years

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Regional Retail Business Development Officer

Responsibilities

Proactively identify and pursue new retail and small business opportunities to grow C&N's client relationships and regional presence.
Build, maintain, and deepen relationships with existing and prospective clients while managing a portfolio of business relationships.
Understand client needs and recommend appropriate banking products and services, including deposit accounts and lending solutions.
Develop relationships with local businesses, community organizations, and referral partners to generate new opportunities.
Partner with branch teams and other C&N business lines to connect clients with additional financial services and support regional business development efforts.

Requirements

Bachelor's Degree

Skills

Strong sales Prospecting Relationship-building Critical thinking Problem-solving

Mortgage Administrator

Just Mortgages · Posted Nov 4, 2026

Open

Nottingham, England, United Kingdom
Full-time
£24K–£24K per year

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Administer mortgage and protection applications, maintain client relationships, and ensure efficient processing of mortgage and protection applications.

Compensation

£23,809 Basic salary (dependent on experience)

Responsibilities

Maintaining relationships through regular contact with mortgage advisers, lenders and clients
Ensuring clients have a smooth and pleasant experience with the Just Mortgages process
Administering mortgage and protection applications from sign-up, supplying documents to lenders and insurers
Assisting mortgage and protection advisors with data to lenders and insurers
Working proactively with all parties to ensure policy terms are produced quickly

Skills

multitasking communication client needs identification mortgage knowledge (beneficial)

Benefits

Weekends and bank holidays off
Monthly and quarterly bonuses

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