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Policy Key Skills competencies

POLICY

Key competencies and performance indicators of Financial Advisors

 

Key competencies

Performance indicators

 

Possess large financial and technical knowledge and implement it

 

Awareness of latest developments in the 

  field is shown


They are implemented to clientsí

   advantages



 

Exercise sound judgement when dealing

 

Profits are produced


New opportunities are identified



 

Develop effective working relationship with clients

A sound knowledge of their needs is

  shown


A real interest in their professional and/or

  personal objectives is shown


Their expectations are met cost-effectively



 

Achieve effective communication in written and oral work

Written work is clear, concise and

   relevant


Interpersonal communication is objective,

   friendly and consistent



 

Achieve efficiency in the use of time and other resources

 

Time-use generates income


Overall efficiency generates profits




Promote sales and marketing

Existing products/services are proposed


New products/services are explained and

   suggested


They reflect clientsí needs/interests


These needs/interests are identified



 

Quality of output is high

Work is accepted by clients


Clients come back for repeat or new

   business



 

Generate new business

New mandates are received


New mandates are profitable

 


 

Provide interpretation and guidance

 

Complex legal and financial problems are

   understood


Processes and procedures are ensured


Cultural and procedural diversity is

   understood and explained



 

Effective working with others

 

Ideas are shared


There is no aversion to teamwork


Sensitivity is shown towards needs of

   colleagues



 

Become a ënameí

 

Invited to make presentations by clients


Invited to make presentations in seminars,

   congresses and conventions


Cited in the financial press and media.

 


 

This comments should not be considered as definitive in all situations, nor by any means exhaustive. However they are based on wide practical experience. Their expression is designed to stimulate thought and to prepare executives, particularly those involved in interpersonal relationships. Motivating must adapt to the changing needs of the people.