Compile daily, weekly, and monthly reports on pipeline and status of each client and provide information internal meetings to provide feedback and update on pipeline. Spend time developing and maintaining a Channel
Compile daily, weekly, and monthly reports on pipeline and status of each client and provide information internal meetings to provide feedback and update on pipeline. Spend time developing and maintaining a Channel
· Advise clients on tax implications, asset protection, and other relevant considerations · Ensure compliance
people.
people.
information sources. Develop and maintain a strong pipeline of opportunities for current and future clients
information sources. Develop and maintain a strong pipeline of opportunities for current and future clients
Understanding and implementation of security and data protection. Analysing documentation and providing time estimates
new people. Ability to develop a robust client pipeline. Responsibilities and expectations but not limited
people.