Premier Advisor

Job Description

To proactively acquire new clients as well as, maintain and expand a clients portfolio through contextual reactive and proactive personalised interactions, that provide holistic solutions aimed at meeting the current needs and future financial goals of the client.

• Execute own work in accordance with the organisational values and code of ethics.
• Comply with and adhere to identified governance and compliance standards and escalate problems for investigation and resolution.
• Identify and escalate risk as normal part of work.
• Improve the value proposition to clients, ensuring the offering is most appropriate and addresses customer needs.
• Apply a customer-centric approach that focuses on creating a positive experience for the customer by maximising service and/or product offerings and building relationships to ensure that the customer is at the centre of the business philosophy, operations and ideas.
• Engage wi...