Universal Advisor Job in Luckhoff
Job Description
Universal Advisor Job. The Universal Advisor emerges as a versatile professional, adept at providing comprehensive assistance across various financial products and services. With a focus on understanding individual client needs and goals, the Universal Advisor offers personalized recommendations and solutions, spanning investments, banking, insurance, and more. Their role encompasses building long-lasting relationships, delivering exceptional customer service, and navigating complex financial landscapes to empower clients in achieving their financial aspirations.
Responsibilities of Universal Advisor Job
- Adhere to the TCF (Treating Customer Fairly) principles.
- Identify and sell/cross-sell products aligned to customer needs.
- Maximise channel optimization opportunities identified and aligned with customer needs.
- Ensure activities support cost containment and reduction.
- Fulfilling transactions above the benchmark set and providing an exceptional customer experience.
- Demonstrate behavior in support of the organizational values.
- Takes accountability for own performance, and personal and career development.
- Improve knowledge and competencies by completing training specific to the role as per eCareers.
- Contribute to the overall effectiveness and success of the team.
- Maintain an ability to adapt to ever-changing business and customer needs.
Requirements
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field preferred.
- Previous experience in a financial advisory or customer service role is advantageous.
- Knowledge of financial products and services, including banking, investments, insurance, and retirement planning.
- Strong communication and interpersonal skills.
- Ability to build and maintain client relationships.
- Analytical mindset with the ability to assess client needs and recommend suitable solutions.
- Proficiency in financial software and tools.
- Understanding of regulatory requirements and compliance standards.
- Sales skills and ability to meet targets.
- Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is desirable.
- Willingness to continuously update knowledge and skills in the financial industry.
Skills
- Strong communication skills, both verbal and written.
- Excellent interpersonal skills, with the ability to build rapport and trust with clients.
- Analytical skills to assess client financial situations and recommend appropriate solutions.
- Customer service orientation, with a focus on meeting client needs and exceeding expectations.
- Sales skills to effectively promote financial products and services.
- Time management and organizational skills to prioritize tasks and meet deadlines.
- Attention to detail to ensure accuracy in financial analysis and documentation.
- Adaptability and flexibility to respond to changing market conditions and client needs.
- Technical proficiency in financial software and tools for analysis and reporting.
- Ethics and integrity, maintaining professionalism and confidentiality in all client interactions.
