including retirement, tax, legacy, and business planning Provide sound, comprehensive financial advice every interaction Construct personalised financial plans that aims to achieve the financial goals of clients tolerance, or other elements to build a financial plan; and implement the necessary steps for creating
organization's financial and operational strategy and planning. Will be responsible for managing and overseeing function to enable the achievement of business plans and results which needs to be compliant with legal systems Contract negotiations Develop business plans Build credibility, relationships, and maintain communication
and manage identified Projects. Compile project plans. Monitor the process. Approve and sign off. Ensure skills Coaching and counselling Negotiation skills Planning and organising People management Project management Decision making Analysis & Problem solving skills Planning, Budgeting & Forecasting Management reporting
want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones investments and retirement products) Customize financial plans according to clients changing needs Present and
want to secure the future dreams, aspirations and plans everyone has for themselves and their loved ones investments and retirement products) Customize financial plans according to clients changing needs Present and
skills
able to work in a team
skills
- Able to work in a team
- Able to plan and manage time and priorities
- Prepare and
and development areas. Responsible for capacity planning of the team Motivate and inspire team members