Responsibilities:
- Deliver excellent service to investors, potential investors, and independent financial advisers through various communication channels, including inbound calls, emails, and face-to-face interactions.
- Build trust and confidence by clearly explaining our investment philosophy and long-term investment approach.
- Educate clients by sharing detailed product and fund knowledge, empowering them to make informed investment choices.
- Take full ownership of transactions, ensuring accurate record-keeping and follow-through.
- Actively contribute to the organisation’s continuous improvement initiatives by providing solutions to client challenges.