discrepancies by collecting and analysing account information.
Financial Reporting:
authorities.
opportunities, feedback, special developments, or information collected during field activity to the Sales the month ahead Daily update of CRM with visit information and telephone calls Shall provide a plan for their sales area annually, showing the following information, Sales per customer in the previous year, Sales
accounts, obtain investment statements and tax information as required. Validate all types of instructions submissions as well as sending these documents to and information to clients. Monitor business submissions for and quality responses. Support with providing information for annual client meetings, e.g. back testing
accounts, obtain investment statements and tax information as required. Validate all types of instructions submissions as well as sending these documents to and information to clients. Monitor business submissions for and quality responses. Support with providing information for annual client meetings, e.g. back testing
and effectively; listen to, and understand, information and ideas as presented verbally • Ability to and effectively; listen to, and understand, information and ideas as presented verbally • Ability to
and effectively; listen to, and understand, information and ideas as presented verbally • Ability to and effectively; listen to, and understand, information and ideas as presented verbally • Ability to
and probing techniques to establish relevant information to resolve the query
fast-moving, dynamic environment Additional Information Key behavioural competencies: Analytical Thinking
provide complete, updated and accurate financial information and records Create and analyse the corporate