financial planning advice to private and business clients by identifying their Investment and lifestyle needs and corporate relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide them with financial planning on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and within Private and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries
financial planning advice to private and business clients by identifying their Investment and lifestyle needs and corporate relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide them with financial planning on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and within Private and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries
Our client is seeking a meticulous and strategic professional to ensure the highest standards of corporate registers and records. Embrace the role of Public Officer with dedication, fulfilling all associated obligations Demonstrated expertise in statutory compliance and corporate governance. Proficient in financial processes effectively in a dynamic environment. Proficiency in MS Office, with a preference for experience in compliance
Coast. Company Name: Blue Desk Recruitment. My client provides loan finance to SMEs - you must come from encompassing income and expenses, within the area office, ensuring financial stability and adherence to end-to-end property investment process within the area office, with a specific focus on deal sourcing, due diligence to foster industry relationships. Strategically cultivate and maintain relationships with key intermediaries the brand of X Limited. Actively manage client relationships and regularly participate in management
Excellent Administrative skills Existing relationship with Master's Office Market Related salary
Excellent Administrative skills Existing relationship with Master's Office Market Related salary
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
as and when they arise. Establish good relationships with clients and internal staff attend all meetings meetings and adhere to all deadlines. Assist client with project details, resolve and log queries efficiently efficiently and within a professional timeframe to ensure client satisfaction. Engage in continuous self-development languages, will be advantageous. Experience in MS Office.
as and when they arise. Establish good relationships with clients and internal staff attend all meetings meetings and adhere to all deadlines. Assist client with project details, resolve and log queries efficiently efficiently and within a professional timeframe to ensure client satisfaction. Engage in continuous self-development languages, will be advantageous. Experience in MS Office.