Premier Advisor

Job Description

To proactively grow the balance sheet of a allocated customer, deliver exceptional experience and education to portfolio of clients on wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles
- Prevent wastage and identify process improvements to contain and reduce costs.
- Conduct digital client reviews within the context of client engagements.
- Liaise with SMEs on complex products to provide appropriate product advise.
- Execute on opportunities to expand our customer base with creditworthy and potentially profitable customers.
- Provide appropriate banking and financial solutions across an allocated portfolio of clients.
- Participate in planned activities that are appropriate for own development.
- Develop, encourage and nurture collaborative relationships across the FRG.
- Ensure compliance to legislative and audit requirements and adherence to relevant processes.
- Creates solutions to meet customer demands to deliver internal and external customer service excellence through adherence to quality service standards.
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation.
- Deliver internal and external customer service excellence through adherence to quality service standards.
- Identify and utilise opportunities for revenue growth to deliver on sales targets.

Job Details

21/10/24