About the Role: We are seeking a highly skilled and degree-qualified Tax Practitioner with over 5 years of experience in the field. The successful candidate will be responsible for overseeing tax compliance for corporate clients, ensuring accuracy and adherence to local and international tax laws. K
ur client, a leading Private Bank, is seeking a New Business Consultant - Asset Finance (heavy machinery
our team, the purpose of this role is to manage new business team and take responsibility to execute to our Head of New Business and Policy Administration, who is accountable for our New Business and Policy experience: • Minimum 3 - 5 years experience in New Business environment • Sound Business and Operational
Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave
Are you ready for a new challenge, a new culture, and a new perspective in your career? If you crave
/Financial Needs Analysis/Estate Planning
New Business Administration
Preparation of quotes
terms of queries, keeping customers up to date and new business
Changing of beneficiaries and switch
switch forms
REs
Looking for new business opportunities from current client base
Applicant
Negotiation of deal terms and conditions. Identify new opportunities and needs through Business Development Business Plan and assume responsibility for generating new business. Review Operating Manual and operating procedures procedures. Be the custodian of funds disbursement of new Fund deals and portfolio management. Presentation
Negotiation of deal terms and conditions. Identify new opportunities and needs through Business Development Business Plan and assume responsibility for generating new business. Review Operating Manual and operating procedures procedures. Be the custodian of funds disbursement of new Fund deals and portfolio management. Presentation
date. Bank account and debit order list,Prepare new budget,Clear credit cards for travel purpose,Issue travellers,Archive files after audit,Creation of new files,Facilitate credit applications and ensure credit system,Forex transfers,Inter-account transfers,Open new bank accounts,Order forex cash for petty cash box outward forex payments, Upload new beneficiaries forex banking details,Upload new supplier and employee beneficiaries
Company to be valid} • Completion and submission of new Credit Applications received, to Management • Sending customer informed of their credit limits • Load new COD customers • Preparing Acknowledgement of Debts ages as per Instruction Document attached • Export new age analysis to excel and copy formatting/comments Hold on the last working day of the Month • Export new age-analysis on the 1st day, ensuring that the terms formatting/comments from previous week's age • Prepare new On Hold's list using new Age-Analysis as above {the 30 days would