for Portfolio Managers and CRMs
Assistants align with the PCS CRMs to ensure complete pre-population
and monitor personal KPIs on NAV.
Request assistance and guidance from POM where KPI scores reflect
Marketing Support
Assist with the organization of client events in conjunction
RSVP management, event management etc.
Assisting Financial Planners at client events.
Function
effective in our clients lives and can facilitate and assist Financial Planning Partner(s).
Catering Equipment experience is an advantage Assisting clients, telephonically, via email and walk ins
Catering Equipment experience is an advantage Assisting clients, telephonically, via email and walk ins
efficiently and professionally
promoting products/services to visitors and clients. Assist customers with inquiries, orders, and purchases
promoting products/services to visitors and clients. Assist customers with inquiries, orders, and purchases
Initiate and organise sales meetings with clients to assist with operational questions and ideas Budgeting goods and services Generate invoices for customers Assist in producing financial forecasting, billing and
Initiate and organise sales meetings with clients to assist with operational questions and ideas Budgeting goods and services Generate invoices for customers Assist in producing financial forecasting, billing and
Duties
Assist the Bid project manager when required and if capacity allows
Assist the Bid project
POs of future-dated deliveries.