Financial Services Expert
1 day ago
Job Summary:
We are seeking an experienced Financial Services Expert to join our team at Okailgroup. As a Financial Services Expert, you will provide support and assistance to our branch/desk, adapting to changing responsibilities and using them as opportunities for learning and professional growth.
The ideal candidate will possess a proactive and independent approach, with strong leadership skills and excellent communication abilities. You will also have a keen understanding of the financial services sector and be able to learn and understand our products and services.
In this role, you will be expected to work effectively as part of a team, demonstrating a high level of attention to detail and accuracy. You will also be required to study and successfully complete the CISI Masters in Wealth Management within a specified time frame.
Key Responsibilities:
- Possess a proactive and independent approach, particularly when it comes to studying and building commercial awareness.
- Become an effective and willing team member.
- Learn and understand the systems and processes associated with our firm.
- Learn and understand the products and services we provide to our clients.
- Study and successfully complete the CISI Masters in Wealth Management within the specified timeframe.
Requirements:
- Evidence of leadership skills, possibly seen with sporting achievements or responsibilities.
- Strong communication skills - both written and verbal.
- Understanding/interest in the financial services sector.
- A very high level of attention to detail and accuracy is vital.
Benefits:
This role offers a competitive salary range of $20,000 - $30,000 per annum, depending on experience and qualifications. You will also have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and development opportunities.
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