providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary selling client short term products aligned to the needs of the client. • Drafting, tracking and measurement
contact for our valued clients, ensuring their needs are met and expectations exceeded. With your strong primary point of contact. Understanding clients' needs and objectives to develop tailored financial solutions communication skills. - Ability to understand client needs and develop customized solutions. - Proficiency
identify trends, and recommend corrective actions as needed. Lead the annual budgeting process for the retail
management.
identify trends, and recommend corrective actions as needed. Lead the annual budgeting process for the retail
management including particular projects as and when needed.IMPORTANT NOTICE
By applying
must contact client in order to conduct a proper needs analysis and offer professional advice Sign up a
must contact client in order to conduct a proper needs analysis and offer professional advice Sign up a
flow to ensure the organization's liquidity needs are met.
- Implement effective cash management
assessment.
2.3 Defining skill gap and training needs and activating procedural sequences aimed at developing