Organised, follow-up leads, complete and record appointments, close customer requests
Support our clients to meet their financial needs, as they progress through their career and life-stages.
Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.
Keep abreast of market trends, new product offerings and the latest campaigns.
SKILLS AND EXPERIENCE
Banking knowledge and sales experience.
Excellent communication, interpersonal and relationship building skills.
Ability to learn new products and services quickly.
Market awareness and benchmarking.
Management information.
Work in a flexible and agile way.
Courageous, creative, responsive, and trustworthy.