Financial Services Professional
5 days ago
Job Role
We are seeking a highly motivated and experienced Branch Consultant/ Financial Advisor to join our team. As a key member of our Branch team, you will play a vital role in providing exceptional client service and financial advice to our customers.
About the Role
- You will provide sound financial advice and excellent client service in a Branch context.
- You will create opportunities for client optimization and cross-selling of value-added products.
Key Responsibilities
- Gain and maintain an in-depth understanding of SRM product ranges.
- Gain an understanding of the customer's needs, financial goals, and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer's portfolio accordingly.
- Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.
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