Seeking a Branch Manager Advisor to provide expert financial advice and lead branch operations. Over 50% of time will be client-facing, focusing on business growth and client relationship management. Ideal for experienced financial professionals with strong leadership and advisory skills.
Skills
- mutual funds accreditation
- branch compliance officer course
- financial advisory
- team leadership
- client relationship management
- business development
- digital banking enablement
- client advising
- team coaching
- investment products knowledge
- credit analysis
- personal banking
- sales strategy
- performance management
- community engagement
- staff development
- financial modeling
- risk management
- client acquisition
- financial services advisor (dfsa)
- personal finance certificate