meetings Prepare investment proposals and portfolio reviews. Research, select and compare appropriate inve investments/products/vehicles. Managing the client review process. Checking and / or capturing of client documents. Risk / insurance (long-term insurance): Review customers risk coverage in conjunction with changes
meetings Prepare investment proposals and portfolio reviews. Research, select and compare appropriate inve investments/products/vehicles. Managing the client review process. Checking and / or capturing of client documents. Risk / insurance (long-term insurance): Review customers risk coverage in conjunction with changes
Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury management
Oversee the daily processing for the finance team. Review of monthly reconciliations. Treasury management
practice. Prepare for clients reviews as per client review template. Client review preparation by producing
underwriting and other onboarding requirements. Review clients cover according to internal business procedures
underwriting and other onboarding requirements. Review clients cover according to internal business procedures