potential clients and strategic partnerships for The Company. Organising and participating in networking events financial health and potential risks of targeted companies through comprehensive due diligence. Creating financing solutions with targeted companies to optimize returns for The Company based on the associated risk
potential clients and strategic partnerships for The Company. Organising and participating in networking events financial health and potential risks of targeted companies through comprehensive due diligence. Creating financing solutions with targeted companies to optimize returns for The Company based on the associated risk
records of advice, and ensuring compliance with the Company's Endorsed Advice process (preferred advice process) Paraplanner is employed to operate within the Company's preferred Advice methodology and tool sets only Responsible for client data recording on the company's internal CRM software applications (XPlan, etc position. Management of joint entities on the Company's internal CRM (XPlan) to ensure “single view of complete data integration from the Company's CRM to various “company methodology” tools. Ensure completeness
Analyst/Financial Modeller for a boutique advisory company in the Upper Highway Region. develop and maintain interact with clients, investors, financiers Develop company's financial modelling competencies Assist with business