it) You will be responsible for processing new business and doing general administration tasks. This includes investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition you'll get You'll get to work in a professional business and office environment where the clients' needs
it) You will be responsible for processing new business and doing general administration tasks. This includes investments and insurance, communicating with clients, managing documentation, scheduling meetings, addressing joining an independent Wealth Manager who is part of a large wealth management organisation. He is well established established and focuses on managing an existing client base and not too much on new client acquisition you'll get You'll get to work in a professional business and office environment where the clients' needs
company system Provide system and QA admin support Manage and coordinate health and safety Customer service company system, Provide system and QA admin support Manage and coordinate health and safety, Customer service
company system Provide system and QA admin support Manage and coordinate health and safety Customer service company system, Provide system and QA admin support Manage and coordinate health and safety, Customer service
system
Provide system and QA admin support
Manage and coordinate health and safety
Customer