Skill

• Identifying the needs of customers through effective questioning and listening techniques.
• Interpreting and applying policies and procedures.
• Detail orientation to ensure quality standards are met without impairing work flow.
• Problem solving sufficient to effectively analyse, research and resolve inquiries in a timely manner.
• Organisation sufficient to handle multiple tasks simultaneously in a fast-paced environment.
• Operating Bloomberg and other standard office equipment and using required software application to produce correspondence, reports, and electronic communication.

Ability

• Organise, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Continuously learn investment products, industry rules and regulations, and financial planning.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organisational levels.
• Articulate reasons behind decisions.
• Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
• Establish and maintain effective working relationships with others.
• Network in the community, effectively market themselves and Raymond James, and show resilience through the prospecting process.
• Provide a high level of customer service.

Education/Previous Experience

• Demonstrable working experience, including sales or business experience demonstrating achievement preferred.
• OR
• An equivalent combination of experience, education, and/or training as approved by Human Resources.
• Depending on geographical focus in Europe, language skills may be required.

Licenses/Certification

FCA regulated role

• Preferable: CFA, IMC or equivalent