weekly account reviews with the sales representatives.
Preparation of Month end files. Raising of Sales Invoices. Assisting branches and other stakeholders with all
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
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