Job Title
Customer Financial Planning Advisor
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Key Responsibilities:
* Provide expert advice to customers on a broad range of financial needs, particularly in the areas of Protection, Investment, Savings and Pensions.
* Work closely with regional and local management teams to support and drive the achievement of the Bank's Customer Financial Planning business and financial goals.
* Deal with the mass market customer segment to grow and retain assets under management, while generating wealth income through exceptional advice and customer service.
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Requirements:
* Fully Qualified Financial Advisor (QFA)
* Preferably, experience as a Financial Advisor with a proven track record in client relationship-building and referrals
* Proficiency in Microsoft Office
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Why work for AIB?
* We are committed to offering our colleagues choice and flexibility in how we work and live and our hybrid working model enables our people to balance their time between working from home and their designated office, subject to their role, the needs of our customers and business requirements.
* Some of our benefits include; Market leading Pension Scheme Healthcare Scheme Variable Pay Employee Assistance Programme Family leave options Two volunteer days per year
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Key Capabilities:
* Customer Focus: Building strong customer relationships and delivering customer centric solutions
* Instils Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity
* Demonstrates self-awareness: Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses
* Negotiation and Influence: Engages in discussion to reach an agreement and create outcomes, affecting the action, behaviours, or opinions of others
* Account Acquisition and Development: Proactively identifies potential customers and builds a healthy pipeline. Converts pipeline, focusing on tailored customer needs. Nurtures relationships and builds value to develop and grow customer accounts.
* Relationship Management: Cultivates and maintains business relationships, partnerships, and alliances internally, externally and virtually with key stakeholders