Employability Skill

Industry/enterprise requirements for this qualification include:

Communication

communicating ideas and information cognisant of clients' social and cultural diversity and special needs

consulting and negotiating with internal and external stakeholders

consulting, questioning, clarifying and evaluating information

demonstrating selling skills including matching needs with products/services

interpreting customer needs

investigating and negotiating to resolve disputes within area of responsibility

possessing sound presentation skills with an ability to 'read' verbal and nonverbal body language

using a range of techniques to elicit feedback from customers

using specialist language in written and oral communication

using well-developed interpersonal skills and having the ability to produce a wide range of reports and make presentations as required

writing in a range of styles to suit different audiences

Teamwork

coaching and mentoring staff to reach minimum customer service standards

developing a rapport with clients when identifying their needs, objectives and financial situation

developing team plans and contributing to team cohesion

making constructive contributions to group decision making processes

providing feedback to team members

Problem-solving

conducting needs analyses

estimating, forecasting and conducting competitive comparisons

performing calculations and developing a risk investment profile for individual clients

resolving poor performance issues within scope of responsibility

working proactively with management to resolve workplace issues

Initiative and enterprise

being creative and providing innovative solutions to complex issues

responding to new and changing circumstances to ensure accurate and timely advice

Planning and organising

evaluating and authorising payment requests

maintaining accounts records for compliance purposes

preparing financial reports

recording, gathering and classifying information

Self-management

acting as a role model for others

taking to management concerns with own level of responsibility

working ethically and complying with all industry codes of practice and legislative requirements

Learning

applying learning to develop improved practices

coaching and mentoring others to acquire new knowledge and skills

contributing to the learning of others through implementing team building exercises

developing and maintaining professional competency

Technology

selecting and using technology and software packages to record, track and retrieve information

using electronic communication devices and processes (e.g. internet, fact finder, email) to produce written correspondence, charts, diagrams, schedules and reports