(including all transactions, queries, reporting etc.). Liaison between Financial Planner and product the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding booking venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function material etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
(including all transactions, queries, reporting etc.). Liaison between Financial Planner and product the solution - liaison with the IT support desk etc. NAV & KPIs Full awareness and understanding booking venues, RSVP management, event management etc. Assisting Financial Planners at client events. Function material etc. Submit orders for stationery, business cards, marketing brochures, client folders etc. to the
Sub-Distributors regarding queries, requests, sales orders etc. Co-ordinate the administrative function between
Sub-Distributors regarding queries, requests, sales orders etc. Co-ordinate the administrative function between