Advice Enablement Specialist
Core
Provide expertise, advice, and support to Money Managers and Financial Advisors to achieve sales objectives while ensuring adherence to business rules and FAIS requirements.
Role type
Senior IC financial advisory enablement specialist
Builds
Financial advisory capability and sales performance for front-line teams
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial advisory philosophy, coaching and mentoring, regulatory compliance (FAIS), sales technique improvement, product knowledge, training facilitation, business performance tracking
Preferred skills
CFP designation, management experience, KI license
Technologies
FNB Advice philosophy and processes
Responsibilities
Develop insights to improve financial advisory environment; ensure compliance with legislative and audit requirements; coach and mentor front-line sales roles; conduct hands-on training to improve sales skills; track and influence business activities to increase supervised deals; ensure client solutions meet standards and protocols.
Seniority
Senior, hands-on IC