- To build on existing relationships.
- To exceed quarterly targets.
- Identify financial services needs with both new and existing clients.
- Provide professional advice and consultation with respect to needs.
- Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
- Possess the ability to build strong relationships.
Skills & Experience:
- An interest in developing a long-term career in financial services.
- Fully QFA qualified.
- Minimum 3+year experience in a financial sales position.
- Track record in meeting/exceeding targets.
- Driving ambition to achieve goals.
- Ability to work as part of a team.