QUALIFICATION SUMMARY

Employability Skill

Industry/enterprise requirements for this qualification include:

Communication

conducting research to collect and analyse information and present it in report form

dealing empathetically with clients who may be experiencing stress

liaising with internal and external personnel with an ability to 'read' verbal and non-verbal body language

questioning, clarifying and evaluating information

using a range of techniques and sales skills to select appropriate product for the customer

using conflict resolution and negotiation skills as required

using specialist language in written and oral communication

writing in a range of styles to suit different audiences

Teamwork

using relationship building skills when seeking personal information from clients

working with clients from a range of cultural and social backgrounds

working with specialists to achieve the best outcome for the client

Problem solving

applying investigative skills to collect information, locate assets and determine liabilities

comparing products and services in order to offer clients different options

determining asset allocation strategies in accordance with client needs and legislative requirements

identifying risk and fraud indicators

preparing and interpreting complex financial statements and performing complex financial calculations

Initiative and enterprise

aligning customer characteristics to 'best product'

identifying cross-selling opportunities

reviewing emerging industry trends continually and applying to product and service knowledge

Planning and organising

managing information and scheduling and coordinating competing tasks

meeting statutory requirements when administering estates and trusts

processing routine documents and maintaining files

preparing, executing, reviewing and storing legal documentation and other client information

Self-management

defining and understanding own work role

managing own time and priorities and dealing with contingencies

understanding and acting upon compliance matters

working ethically and complying with industry professional code of practice and legislative requirements

Learning

applying self-learning by accessing manuals, online help and others in the workplace to solve technology problems

undertaking induction and other training to maintain product knowledge

Technology

operating the organisation's business or records management system

using business technology such as computers and applying word processing, spreadsheet and database skills to produce workplace documents

using technology to assist the management of information and to assist the planning process