The customer service role family is dedicated to assisting clients and ensuring their satisfaction with the organisation’s services. These roles involve handling client enquiries, providing support, and resolving issues to maintain positive relationships.
Professionals in this area play a vital role in enhancing customer loyalty and retention.
Mortgage Advisers assist clients in securing mortgages by providing tailored advice on the most suitable mortgage products based on their… read more
Financial advisers provide clients with advice on financial planning, including pensions, investments, and insurance products. They work closely with clients… read more
Relationship Managers cultivate and maintain client relationships to ensure long-term business success and client satisfaction. Key Responsibilities Important Skills and… read more
A wealth manager is like a financial architect for individuals. They provide support and advice to help protect and grow… read more
Initiative is the readiness to take action and seize opportunities without being prompted. read more
Analytical skills involve the ability to collect, interpret, and analyse data to solve problems, make decisions, and understand complex issues. read more
Communication skills involve interacting with other people in order to effectively convey information, ideas, and feedback both verbally and in… read more
Problem-solving is the ability to identify, analyse, and find effective solutions for complex issues and challenges. read more
Relationship management involves building, maintaining, and enhancing interactions and connections with clients, colleagues, and other stakeholders. read more
Numeracy is the ability to understand and work with numbers, including skills like basic arithmetic, data analysis, and statistical reasoning. read more
Planning is all about setting clear goals, defining a timeline in which you plan to achieve them, and tracking your… read more
Empathy involves understanding and sharing the feelings of others, which is crucial for effective communication and relationship building. read more
Market Insight is the ability to stay informed about financial markets, understanding core principles, trends, and investment tools. This skill… read more
This skill encompasses an in-depth understanding of financial markets, including their structure, instruments, and operations. It involves knowledge of equities,… read more
Adapting involves the ability to quickly adjust to new technologies, market conditions, and regulatory changes is essential in today’s fast-paced… read more
Integrity involves acting in accordance with moral principles and being honest and ethical in all actions. read more
