Preferred SkillsStrong product knowledge of Microsoft Dynamics 365 Finance & Operations.Experience with:Expense ManagementFinancial ManagementProject AccountingMulti-company implementationsKnowledge of Finance modules will be an added advantage.Excellent communication and client-facing consulting skills.
•Serve as the region’s investment subject matter expert, providing guidance on market developments, investment solutions, product knowledge, and portfolio strategies.
•Promote quality investment advisory practices and deepen client investment engagement through proactive portfolio monitoring and advisory interventions.
•Coach and develop RMs’ investment advisory capabilities through training, market and product updates, joint client engagements, and ongoing mentoring.
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Quality Inspections: Personally sign off on treated locations by conducting post-application air safety verifications alongside clients to ensure their service needs are completely fulfilled.
Field Sales Instinct: 1 to 3+ years of outdoor face-to-face sales experience, paired with the hands-on willingness to manage on-site technical diagnostics.
Technical Competence: Experience in handling digital handheld sensor diagnostics and explaining air quality reports to clients.
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