Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and Drafting comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders relationships with key stakeholders in the broader SME market. Monitoring and evaluating the performance of client portfolios. Keeping abreast of industry regulations, market dynamics, and economic trends to adapt investment
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and Drafting comprehensive investment reports that communicate findings, risks, and potential returns to stakeholders relationships with key stakeholders in the broader SME market. Monitoring and evaluating the performance of client portfolios. Keeping abreast of industry regulations, market dynamics, and economic trends to adapt investment
client base. Client management and marketing support Attend all client events with Financial Planning Partners (when required). Host and entertain clients at marketing events. Function as a primary point of contact for PGP (advantageous) Good verbal and written communications skills High energy individual who is customer
the scope of our treaty reinsurance, into other markets locally and overseas. Do presentations when required
the scope of our treaty reinsurance, into other markets locally and overseas. Do presentations when required
legislative changes that may affect financial planning Communicate with clients to learn about their needs and help record Clear criminal record Skills: Excellent communication skills Strong networking and relationship building
legislative changes that may affect financial planning Communicate with clients to learn about their needs and help record Clear criminal record Skills: Excellent communication skills Strong networking and relationship building
Strong work ethic Excellent networking and communication skills Service-oriented and customer centric