financial advice and wealth management solutions to international expatriates. They have been awarded and recognised the investment expertise of a select group of international money management firms and are known throughout provide bespoke financial advice to local and international clientele. To be successful in this role you Investments, Wealth and Estate planning. Maintain an internationally recognised customer experience Ongoing servicing
financial advice and wealth management solutions to international expatriates. They have been awarded and recognised the investment expertise of a select group of international money management firms and are known throughout provide bespoke financial advice to local and international clientele. To be successful in this role you Investments, Wealth and Estate planning. Maintain an internationally recognised customer experience Ongoing servicing
Customer interaction (15%): address incoming calls related to account queries with professionalism, escalate offering solutions to mitigate risks and develop internal guidelines Mentorship and team development (20%): coupled with strategic thinking, to address customer-related challenges effectively Team collaboration: ability
Customer interaction (15%): address incoming calls related to account queries with professionalism, escalate offering solutions to mitigate risks and develop internal guidelines Mentorship and team development (20%): coupled with strategic thinking, to address customer-related challenges effectively Team collaboration: ability
understanding their unique needs, and collaborating with internal teams to deliver tailored solutions. Your strategic feedback Act as the bridge between clients and internal teams, ensuring smooth collaboration and project develop and maintain excellent relationships – internally with your team and colleagues, and externally
understanding their unique needs, and collaborating with internal teams to deliver tailored solutions. Your strategic feedback Act as the bridge between clients and internal teams, ensuring smooth collaboration and project develop and maintain excellent relationships – internally with your team and colleagues, and externally
understanding their unique needs, and collaborating with internal teams to deliver tailored solutions. Your strategic solutions Act as the bridge between senior clients and internal teams, ensuring smooth collaboration and project develop and maintain excellent relationships – internally with your team and colleagues, and externally
understanding their unique needs, and collaborating with internal teams to deliver tailored solutions. Your strategic solutions Act as the bridge between senior clients and internal teams, ensuring smooth collaboration and project develop and maintain excellent relationships – internally with your team and colleagues, and externally
Collaborate with clients' advertising, public relations, and product teams Be capable of interpreting media engagement behaviour, and trends Mentor interns / Assistant Strategic Planner Understand the role research findings Ability to develop relationships – internally, with your team, and externally, with clients
Collaborate with clients' advertising, public relations, and product teams Be capable of interpreting media engagement behaviour, and trends Mentor interns / Assistant Strategic Planner Understand the role research findings Ability to develop relationships – internally, with your team, and externally, with clients