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 strengthen business networks. Assessing the financial health and potential risks of targeted compa
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 strengthen business networks. Assessing the financial health and potential risks of targeted compa
tools. Responsible for full data update on XPlan, post the financial planning process with the client. proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
claims settlement/estimates. Good knowledge of MS Office – Intermediate level (including Word, Excel, PowerPoint
claims settlement/estimates. Good knowledge of MS Office – Intermediate level (including Word, Excel, PowerPoint