analytically and make data-driven decisions. Proven track record of driving process improvements and implementing
The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment of general sales and administrative support activities, client liaison and engagement. • Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relat
The main purpose of the role is to effectively assist and support the Wealth Advisor in the fulfilment of general sales and administrative support activities, client liaison and engagement. • Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relat