management/umbrella companies Advising on Risk Management issues Assist in drafting policies to comply with compliance
performance indicators. Budgeting and Forecasting: Assist in financial planning and forecasting. Participate
group's compliance and regulatory requirements. To assist with ad hoc marketing drives in your region. To
group's compliance and regulatory requirements. To assist with ad hoc marketing drives in your region. To
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
statements for the branch. Budgeting and forecasting: assist in the preparation of the branch's annual budget
and ensure cost control measures are in place • Assistance in annual external audit process relating to
Identifying, managing and reporting on financial risks Assisting with equity management, debt management, securities
and sell long-term insurance products to clients. Assist clients in completing insurance applications and