queries. Maintain ongoing communication with clients Develop comprehensive financial plans tailored to individual Stay informed about market trends and economic developments Assess clients' risk tolerance and recommend Experience in working with Professionals and High Net worth clients. Previous Book not a requirement Drivers
service experience. Participate in training and development programs. Contribute to team initiatives aimed Office and CRM software. Experience working with high-net-worth clients or institutional investors. Benefits: Benefits: Competitive salary and bonus. Professional development opportunities. Dynamic and collaborative work
management capabilities and increasing gross and net margins for the business in a sustainable manner Responsibilities: Partner with the Head of Distribution to develop a growth strategy and performance matrix for Institutional investment management professionals, product development, and the institutional team. Identify prospective
management capabilities and increasing gross and net margins for the business in a sustainable manner Responsibilities: Partner with the Head of Distribution to develop a growth strategy and performance matrix for Institutional investment management professionals, product development, and the institutional team. Identify prospective
queries. Maintain ongoing communication with clients Develop comprehensive financial plans tailored to individual Stay informed about market trends and economic developments Assess clients' risk tolerance and recommend Experience in working with Professionals and High Net worth clients. Previous Book not a requirement Driver's
queries. Maintain ongoing communication with clients Develop comprehensive financial plans tailored to individual Stay informed about market trends and economic developments Assess clients' risk tolerance and recommend Experience in working with Professionals and High Net worth clients. Previous Book not a requirement Driver's
queries. Maintain ongoing communication with clients Develop comprehensive financial plans tailored to individual Stay informed about market trends and economic developments Assess clients' risk tolerance and recommend Experience in working with Professionals and High Net worth clients. Previous Book not a requirement Drivers
internal and external notes on industry news and developments. Essential: Postgraduate degree or diploma in skill). Ability to work in a professional, high net worth environment. Excellent interpersonal and communication
flow by monitoring cash balances and minimizing net interest costs Maintain and update all Bank Mandates
flow by monitoring cash balances and minimizing net interest costs Maintain and update all Bank Mandates