(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
machines that require programming and automation, etc. Proficient in hydraulics, engines and basic automotive
container, administration, labour, time, shipping, etc. using Microsoft Excel Recommending changes to the
segment e.g. Hospital groups, Public Sector, Tenders etc. Responsible for implementing launch plan at customer
segment e.g. Hospital groups, Public Sector, Tenders etc. Responsible for implementing launch plan at customer
container, administration, labour, time, shipping, etc. using Microsoft Excel Recommending changes to the
company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data ways to capture data information (capturing sheets, etc.) Produce clients' comprehensive wealth position
company's internal CRM software applications (XPlan, etc.), ensuring completeness and accuracy of the data ways to capture data information (capturing sheets, etc.) Produce clients' comprehensive wealth position
experience as a Broker Consultant / Life Insurance Agent, etc. Preference will be given to candidates with a CFP