**Community Occupational Therapist Job Description**
We are seeking a skilled professional to fill this role. In this position, you will work with clients to develop personalized plans that promote independence and well-being.
Key Responsibilities:
* Growing assets under management through proactive outreach efforts
* Delivering financial advice and investment solutions tailored to clients' goals through in-depth fact-finding
* Building long-term relationships by offering exceptional service and regular portfolio reviews
* Leveraging client referrals to grow the customer base and build trust within the community
Accountabilities of the Role:
* Drive consistent growth across the premium client base
* Build trust and rapport with clients to achieve long-term retention and advocacy
* Ensure every client receives timely, jargon-free, and effective support
Benefits:
* Employee well-being and physical health
* Compensation package: competitive total compensation package for full-time employees
* Comprehensive insurance coverage: free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply)
* Management fee discount: employee discount on asset management fees when investing with our partner
If you are a driven and client-focused professional who is passionate about delivering exceptional service, we encourage you to apply for this opportunity.