Qualification details

EMPLOYABILITY SKILLS 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