Adviser AIFA: Everyday Banking STLT (FAIS)
Core
Provide specialist advice and support to execute predefined objectives and manage daily banking operations in alignment with standard operating procedures.
Role type
Specialist Banking Adviser (FAIS)
Builds
Client engagement activities and sales targets for everyday banking services
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Stakeholder management, sales target achievement, customer engagement planning, compliance and risk management, broker practice management
Responsibilities
Manage collaborative engagement with internal and external stakeholders including regulators and clients; Proactively contact customers to deliver sales targets; Plan customer engagement activities; Ensure adherence to control and compliance requirements; Manage broker practice staff including assistants and interns