To provide appropriate risk and investment advice for clients, adhering to FAIS compliance requirements, within the bank Premium Advisory Sales and Product mandates, advice philosophy and targets.

• Ensure adherence to relevant processes and compliance to legislative and audit requirements.
• Achieve previously determined sales targets across the business by identifying opportunities.
• Deliver exceptional Financial Advice to customers that exceeds customers’ expectations through proactive, innovative and appropriate solutions.
• Check all progress on a daily basis to ensure new business applications are closed within appropriate timelines.
• Build and sustain collaborative working relationships with relevant peers and stakeholders in order to achieve productivity synergies.
• Identify new business opportunities that impact on the industry and record and forward these leads to the appropriate product house to ensure cross sell opportunities and to strengthen client relationships.
• Assist clients in formulating proposals by using the correct tools.
• Achievement of key performance indicators for the business.
• Continuously assess own performance, seek timely and clear feedback and request training where appropriate and needed.