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Banking and Investments Professional
1 week ago
**What You'll Be Doing**
As a Senior Financial Advisor, your main goal will be to provide exceptional customer service while developing personalized financial strategies to help customers achieve their goals. Your responsibilities will include:
- Taking a proactive approach to discovering customer needs and understanding their requirements
- Educating customers and providing expert advice on day-to-day banking, investments and borrowing solutions
- Building comprehensive plans using a holistic approach to help customers achieve their goals
- Nurturing long-standing relationships with customers
In terms of skills and qualifications, you'll need:
- The appetite and drive to build strong customer relationships
- A Mutual Funds licence and completed CIFP Diploma
- The ability to meet and exceed sales targets in a fast-paced environment
