Apply principles of professional practice to work in the financial services industry
Establish client relationship and analyse needs
Develop, present and negotiate client solutions
Coordinate a small business customer portfolio
Participate in negotiations
Develop and maintain knowledge of financial markets products
Interpret financial markets information
Comply with financial services legislation and industry codes of practice
Develop and maintain in-depth knowledge of products and services used by an organisation or sector
Collect, assess and use information
Sell financial products and services
Assess credit applications
Promote understanding of the role and effective use of consumer credit