Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to
-Expenses
volumes -Expenses Track and report sales status and forecasts. Assist with developing and implementing
volumes -Expenses Track and report sales status and forecasts. Assist with developing and implementing
complex projects Responsible for sales orders and related margins Assist with tenders Gather information
month
decision-making processes. - Support sales activities by assisting in lead generation, customer outreach
decision-making processes. - Support sales activities by assisting in lead generation, customer outreach
client medicals