Adviser AIFA: Everyday Banking STLT (FAIS)
Core
Provide specialist advice and support for day-to-day work to execute predefined objectives and manage broker practice.
Role type
Specialist Banking Adviser (FAIS)
Builds
Sales targets and client engagement activities
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Stakeholder management, sales target achievement, customer engagement planning, compliance and risk management, team supervision
Responsibilities
Manage collaborative engagement of internal and external stakeholders, proactively contact customers to deliver sales targets, plan customer engagement activities, fulfill compliance and risk management activities, manage broker practice staff roles
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