Wealth Specialist:- Long Term Insurance and Investments

Key Skills Support to the senior subject matter expert on the large case review process Sound knowledge of financial products (investments, share portfolios and life & risk) Ability to understand suitability of product recommendations with advice proposals/matters including but not limited to adviser focused meetings and responding to technical product or advice related querie Aspire to become a subject matter expert on the 6-step digital advice process (supported by Elite Wealth) Provide support with Wealth product provider and product due diligence team & ongoing support & introduce efficiencies within team Stakeholder engagement: Coordinate engagement sessions between internal and/or external stakeholders Ability to engage with financial advisers on a junior to senior level Strategy: Keep track on team projects and providing support in moving them across the line Report on the progress of projects & ad hoc business projects undertaken by various members to various management committ...