Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who can help us:
• establish long-term mutually beneficial relationships with clients
• select advisory processes and agreements designed to meet our clients’ needs, objectives and expectations
• keep accurate, up-to-date client investor profiles
• develop a client investment strategy and keep a close eye on portfolio quality
• create and implement a strategic client book development plan with measurable actions
• comply with all regulation, policies and standards, contributing to an effective risk culture