between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing
between existing products and new proposed products. -Assisting Advisor with RAR using analysis above -Completing
clients' needs in terms of the correct cover and product; Assisting in implementing solutions for improvement;
clients' needs in terms of the correct cover and product; Assisting in implementing solutions for improvement;
clients' needs in terms of the correct cover and product; Assisting in implementing solutions for improvement;
clients' needs in terms of the correct cover and product; Assisting in implementing solutions for improvement;
plans to utilise the capacity and maximise productivity Assist in co-ordination of any on the day offline
maintenance of wealth management products / strategies.
and assess training providers and their products to assist with training needs
inaccuracies and report on margins by product and division.