Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. […]
Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. […]
Undertake selected client focused activities to generate leads and informal prospecting opportunities. […]
Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). […]
Conduct a financial needs analysis, using the relevant e-tools...