Implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer.
November 03, 2022
Build a high personal and corporate profile in the community in which you are based.
February 17, 2023
Demonstrate excellent analysis and understanding of client needs, recommend appropriate products and services, and achieve closure of sales - this excludes the sales of investment and insurance products.
February 18, 2023
Monitor and act on daily information, using it to coach the wider Branch team in support of business goals.
March 10, 2023
Complete other responsibilities, as assigned.
April 03, 2023
Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources.
May 18, 2023