My client is a registered financial service provider, offering innovative needs-based life and health
and milestones to enhance customer experience. Facilitate relationships between Loyalty and other departments
and milestones to enhance customer experience. Facilitate relationships between Loyalty and other departments
for hunting for new clients while building trust and delivering top-notch client service to ultra-high ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
for hunting for new clients while building trust and delivering top-notch client service to ultra-high ultra-high net worth clients. You excel in influencing others, have a strong grasp of financial markets, and cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
the generation of business from new and existing clients, therefore contributing to the company's profitability products Must have experience in a call Centre or client service environment Must have at least 2 years'
the generation of business from new and existing clients, therefore contributing to the company's profitability products Must have experience in a call Centre or client service environment Must have at least 2 years'
by a passion for investment administration and client service. What you'll be doing (and why you'll enjoy precise financial records and deliver high-quality client service, contributing to the team's success in our client navigates regulatory landscapes with expertise, ensuring robust governance and client-focused meaningful impact in the financial services sector. Our client values diversity and nurtures talent to create
Corrections on incorrectly posted fees & write offs Client investment duties on various investment platforms: Drafting Guarantees Monthly interest journals for client investment accounts and reconciliations Monthly
least one years' experience Willing to liaise with clients and action Business Development for the Firm Team-player