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
Thrives in an international environment
Enjoys being in a team, engaging with co-workers
Motivated self-starter, identifying opportunities
Maintains a high standard of personal conduct and lives our valued behaviours
