specific client base assigned: Understanding clients' needs and trading patterns Phoning clients regarding non
importance of foundational building blocks and the need for competent teams. Be open to mentorship and continuous
financial system) and other related platforms as needed for data integrity. Regularly liaising with the
unique recruitment solutions tailored to their needs. We focus on helping you reach your personal and
Give objective professional advice based on client needs and objectives · Build a long-term professional
system changes required o FSP license changes as needed • Compliance monitoring: o Review of client advisory
implement amendments/additional measurements when needed. Project manage procurement related transformational
implement amendments/additional measurements when needed. Project manage procurement related transformational
mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance
mentorship offered. Understand clients' financial needs Determine clients' expenses, level of income, insurance