Investment Retention Specialist

Raleigh, NC, USA

Full-TimeDepends on ExperienceSenior LevelMasters

Job Description

At First Citizens Bank, we are looking for an experienced Investment Retention Specialist to join our team. Our ideal candidate is a motivated, enthusiastic self-starter who can help our clients maintain their investments and build long-term relationships with our bank.The successful candidate should have experience in the financial services industry, with a strong understanding of investments and financial markets. They must possess excellent customer service and communication skills, both written and verbal, and be able to develop and maintain positive relationships with our clients. The ideal candidate will also have excellent organizational and problem-solving skills and be able to work in a fast-paced environment.If you are passionate about the financial services industry and committed to helping our clients make informed decisions about their investments, we want to hear from you.

Where is this job?

This job is located at Raleigh, NC, USA

Job Qualifications

Strong Communication Skills
Knowledge Of Investment Products
Analytical And Problem-Solving Skills
Ability To Build Relationships
Experience In Financial Services
Knowledge Of Customer Service Principles
Ability To Work Under Pressure
Ability To Prioritize And Multitask

Required Skills

Financial Analysis
Strategic Planning
Data Analysis
Account Management
Communication
Marketing
Business Development
Problem Solving
Negotiation
customer service
Customer Relations
Portfolio Management
Investment Analysis
Banking Regulations
Retention Strategies

Soft Skills

Communication
Conflict Resolution
Interpersonal
Leadership
Analytical Thinking
Creative Thinking
Teamwork
Adaptability
Problem-Solving
Organizational

Compensation

According to JobzMall, the average salary range for a Investment Retention Specialist in Raleigh, NC, USA is $55,000 - $95,000 per year. This range will vary based on experience and qualifications.

Additional Information

First Citizens Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedApril 27th, 2023

Apply BeforeAugust 19th, 2025

This job posting is from a verified source.

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