Role Overview

We are looking for a self‑motivated and dynamic Financial Adviser who champions our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions.

Key Responsibilities

• Championing customers to achieve their lifetime financial goals.
• Identifying customers’ financial needs and providing sound advice.
• Recommending and implementing appropriate financial plans and solutions.
• Building and maintaining strong customer relationships.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer‑Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Manageme...