Financial Advisory Expert
4 weeks ago
Job Summary
We are seeking a highly skilled and experienced Financial Advisory Expert to join our team. As a key member of our sales team, you will be responsible for providing expert advice and support to our financial advisors and wealth managers to achieve our sales objectives.
Key Responsibilities
- Develop and maintain in-depth knowledge of our financial advisory philosophy and framework.
- Provide coaching and mentoring to front-line sales roles to ensure they have the necessary skills and knowledge to provide excellent advice to our clients.
- Ensure compliance with legislative and audit requirements and adherence to relevant processes.
- Participate in specialist communities of practice to contribute to the improvement of our financial advisory philosophy and environment.
- Facilitate and conduct hands-on training to front-line sales roles to improve their sales techniques and business performance.
- Actively coach and provide advice to sales teams to improve their sales skills and business performance.
- Track and control business activities to increase supervised deals and ensure solutions and advice provided to clients meet set standards and protocols.
Requirements
- Expert knowledge of financial advisory philosophy and framework.
- Strong coaching and mentoring skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively with sales teams and other stakeholders.
What We Offer
We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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