PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund
robust talent acquisition portfolio, aimed at retention and development of talent within the business deliver a professional approach to the candidate. RETENTION OF TALENT Recruit top talent and the right profile successful training outcomes, succession and retention of talent. Assist the business to grow talent internal recruitment for promotions. Contribute to retention strategies but providing insights and knowledge
robust talent acquisition portfolio, aimed at retention and development of talent within the business deliver a professional approach to the candidate. RETENTION OF TALENT Recruit top talent and the right profile successful training outcomes, succession and retention of talent. Assist the business to grow talent internal recruitment for promotions. Contribute to retention strategies but providing insights and knowledge
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring to achieve those goals. • Investment Management: Recommend suitable investment strategies and products financial objectives. Monitoring and managing investment portfolios to optimize performance and align Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities
The purpose of the Financial Advisor (Investments Specialist) role is to: Assist clients in creating developing strategies to achieve them. This includes investment advice, retirement planning, tax planning, monitoring to achieve those goals. • Investment Management: Recommend suitable investment strategies and products financial objectives. Monitoring and managing investment portfolios to optimize performance and align Tax Planning: Provide guidance on tax-efficient investment strategies and suggest ways to reduce tax liabilities
Responsibilities include customer acquisition and retention strategy, including customer experience, as well
Affluent clients Focus sales split 70% Risk and 30% Investment & Wealth Ability to work independently Own conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to relationships to maintain customer satisfaction, retention of clients and loyalty. Client Document Management organizations authority for the skill area. Life and Investment Product Knowledge Verbal Communication Apply market conditions that enables maximum return on investments. Financial analysis Apply concepts of knowledge
Affluent clients Focus sales split 70% Risk and 30% Investment & Wealth Ability to work independently Own conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise to relationships to maintain customer satisfaction, retention of clients and loyalty. Client Document Management organizations authority for the skill area. Life and Investment Product Knowledge Verbal Communication Apply market conditions that enables maximum return on investments. Financial analysis Apply concepts of knowledge
aspects of assigned accounts Focus on customer retention by managing terminations, ensuring equipment is
strategically. Ensuring customer satisfaction, retention, and growth. Customer Relationship Management