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Advise allocated customers on a range of financial products, handle routine customer service and inquiries, maintain CRM data and spreadsheets, prospect and develop customer relationships, follow compliance procedures, and support business development and sales opportunity creation.

Provide product advice and basic sales to an allocated market, handle routine customer service inquiries, maintain CRM and data accuracy, perform prospecting and business development support, follow compliance procedures, and identify sales opportunities.

Provide product advice and basic customer service to an allocated market, manage CRM data and follow-up actions, identify sales opportunities, support routine business development, and ensure compliance with procedures.

Provide financial advice and sales to an allocated market, deliver quality customer service, manage CRM data, develop relationships and business, analyze solutions, ensure compliance, and represent the firm at sector events.

Lead end-to-end solution architecture for digital initiatives: gather requirements, design scalable AWS-based solutions, enforce standards/guardrails, manage risk and compliance, guide delivery teams through build and post-implementation reviews, and promote architecture capability and best practices.

The Advancing Financial Adviser role focuses on consultative selling, identifying customer needs, and managing sales opportunities while strengthening customer relationships and providing excellent service.

Implement, operate and maintain ServiceNow ITOM suite (Discovery, Service Mapping, CMDB, Event Management, Orchestration, Cloud Management). Build and validate service maps, patterns, probes, MID Server configuration, integrations and event rules. Reconcile discovery results, improve alert correlation and automation, support incidents, promote changes, document SOPs, and collaborate with SRE, application owners and ITSM teams to ensure accurate CMDB and proactive service‑aware operations.

The Regional Manager will take ownership of sales performance, build a winning team, and drive market growth through strategic execution and leadership.

The Sales Consultant is responsible for providing quality sales service, handling calls, guiding customers, and managing leads to achieve sales targets.

The Financial Consultant provides customer service, manages relationships, assesses needs, ensures operational compliance, and supports business development initiatives.