About the role
FinEx AI summary
Client Advisor on the Morgan Direct digital investment platform team, supporting retail clients with onboarding, platform navigation and investment product enquiries. Drives client acquisition, engagement and retention through needs-based sales and data-driven digital campaigns, partnering with Marketing, Product and Technology teams.
Core skills
Asset ManagementClient AdvisoryRelationship ManagementDigital Investment PlatformsClient AcquisitionSales