diners). Age analysis: Bi-weekly and quarterly presentations. Hand over account payments on time for checking
RFQs to be updated every 6 months. Prepare and present any requested changes to RFQs. Asset register administration
RFQs to be updated every 6 months. Prepare and present any requested changes to RFQs. Asset register administration
(proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in
(proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in
(proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in
(proposals, comparisons, and quotation) for presentation to clients. Provide the specialist advice in
expiry reports. Other: Attend Board Meetings and present monthly accounts. Attend Audit and Risk Committee
expiry reports. Other: Attend Board Meetings and present monthly accounts. Attend Audit and Risk Committee
offered by our company. Experience in preparing and presenting client proposals to Advisors & Wealth Managers