home country. Qualifications and Skills required: BCom Law qualification or a degree in a related field required tax forms and reports for expatriates. Risk Management: Identify and mitigate legal and tax risks associated planning and compliance. Client Relationship Management: Cultivate and maintain strong relationships
Implement the agreed solution for clients and manage underwriting and other onboarding requirements qualification (bachelor's degree in commerce, finance, investments preferable) Have a qualification recognised by
liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility methodology and tool sets only. Categories: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planning Partner on planning tools Financial Planning Partner or Business Development Manager can take over the scenario planning function in
compliance requirements of specific regions • Managing supplier relationships across our global network capabilities and costings • Ensuring the timely management of a number of shipments on behalf of our clients analytical and critical of information • Ability to manage and co-ordinate all the elements of different high compliance requirements of specific regions • Managing supplier relationships across our global network capabilities and costings • Ensuring the timely management of a number of shipments on behalf of our clients
compliance requirements of specific regions • Managing supplier relationships across our global network capabilities and costings • Ensuring the timely management of a number of shipments on behalf of our clients analytical and critical of information • Ability to manage and co-ordinate all the elements of different high compliance requirements of specific regions • Managing supplier relationships across our global network capabilities and costings • Ensuring the timely management of a number of shipments on behalf of our clients
team. Working closely with an assigned Branch Manager, who is responsible for business development and email and phone, to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify essential) • Excellent organisation and time-management skills • Excellent phone and email etiquette
team. Working closely with an assigned Branch Manager, who is responsible for business development and email and phone, to arrange meetings for Branch Managers • Follow up after meetings to close deals • Inputting checking of leads through Client Relationship Management (CRM) systems • Preparing reports to identify essential) • Excellent organisation and time-management skills • Excellent phone and email etiquette
(10%) Support the Centre with general office management tasks including reception and facilities Support line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business Partnership Operations Managers Interaction with the Partnership Directors and Portfolio Managers Engagement with
(10%) Support the Centre with general office management tasks including reception and facilities Support line with business processes daily Commission Management (75%) Collaboration with the Finance and MIS from clients for professional services) Query management - with product providers on queries (including end statements to third parties where necessary Managing suspense entries in line with internal business Partnership Operations Managers Interaction with the Partnership Directors and Portfolio Managers Engagement with
teams. Strategic problem-solving is required to manage expectations and risks identified by all stakeholders high-value projects and keep track of and successfully manage all elements on each high value project Analytical