communication: effectively communicate financial information to key stakeholders, translating complex financial
preparing reports, coordinating events, handling client enquiries, maintaining relations, managing records developing financial recommendations, analysing information, and overseeing the administration of the financial with client enquiries Maintain client relations Record keeping of client data on relevant data base system system Preparation of client files according to legislation Liaising with staff and suppliers when necessary necessary Attending to client consultations for new business and service-related needs Maintaining of
preparing reports, coordinating events, handling client enquiries, maintaining relations, managing records developing financial recommendations, analysing information, and overseeing the administration of the financial with client enquiries Maintain client relations Record keeping of client data on relevant data base system system Preparation of client files according to legislation Liaising with staff and suppliers when necessary necessary Attending to client consultations for new business and service-related needs Maintaining of
preparing reports, coordinating events, handling client enquiries, maintaining relations, managing records developing financial recommendations, analysing information, and overseeing the administration of the financial with client enquiries Maintain client relations Record keeping of client data on relevant data base system system Preparation of client files according to legislation Liaising with staff and suppliers when necessary necessary Attending to client consultations for new business and service-related needs Maintaining of
preparing reports, coordinating events, handling client enquiries, maintaining relations, managing records developing financial recommendations, analysing information, and overseeing the administration of the financial with client enquiries Maintain client relations Record keeping of client data on relevant data base system system Preparation of client files according to legislation Liaising with staff and suppliers when necessary necessary Attending to client consultations for new business and service-related needs Maintaining of
personal attributes: Analytical skills for data evaluation and informed procurement decision-making Negotiation contract negotiation, and conveying complex information Problem-solving abilities for addressing challenges
personal attributes: Analytical skills for data evaluation and informed procurement decision-making Negotiation contract negotiation, and conveying complex information Problem-solving abilities for addressing challenges
excellence in client services and continue to work passionately towards implementing client-centric solutions lead management, and engaging with potential clients Identify and target key stakeholders and ensure strong relationships are fostered Contact potential clients and create a rapport by networking and following analyses and provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll need Minimum
excellence in client services and continue to work passionately towards implementing client-centric solutions lead management, and engaging with potential clients Identify and target key stakeholders and ensure strong relationships are fostered Contact potential clients and create a rapport by networking and following analyses and provide comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll need Minimum
communication: effectively communicate financial information to key stakeholders, translating complex financial