Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
Prepare investment proposals and portfolio reviews. Research, select and compare appropriate investments/products/vehicles available, and changes in product provider rates. Researching existing and potential replacement products in quotations from different insurers. Additional research information. Assist in drawing up of Wills and
others. Critical thinking: ability to strategize, research and interpret. Problem solving ability to apply clients. Check Commission statements from CommPay (internal commission module linked to CRM) and PPs. Manage initiated and maintained via XPlan (company's internal CRM) tasks. IT and Systems: Preparation of client management plan. (Auto communication registration and health keeping). Distribute communication(s) to clients
requirements. Review clients cover according to internal business procedures, or if client circumstances
requirements. Review clients cover according to internal business procedures, or if client circumstances