business, leads and top ups from existing clients • Provide a financial roadmap and investment solution • Manage Assistant • Keep abreast of changes by attending training, networking conventions • Retain clients MEASUREMENT
relevant processes and procedures Development of training plan for relevant processes and procedures Review and consulting operations with technical queries Provide back up support for colleagues as required Relevant
business, leads and top ups from existing clients • Provide a financial roadmap and investment solution • Manage Assistant • Keep abreast of changes by attending training, networking conventions • Retain clients MEASUREMENT
relevant processes and procedures Development of training plan for relevant processes and procedures Review and consulting operations with technical queries Provide back up support for colleagues as required Relevant