meetings Prepare investment proposals and portfolio reviews. Research, select and compare appropriate inve investments/products/vehicles. Managing the client review process. Checking and / or capturing of client documents. Risk / insurance (long-term insurance): Review customers risk coverage in conjunction with changes
meetings Prepare investment proposals and portfolio reviews. Research, select and compare appropriate inve investments/products/vehicles. Managing the client review process. Checking and / or capturing of client documents. Risk / insurance (long-term insurance): Review customers risk coverage in conjunction with changes
practice. Prepare for clients reviews as per client review template. Client review preparation by producing
large-scale maintenance and renovations projects. Weekly review of the job reports to manage team performance.
underwriting and other onboarding requirements. Review clients cover according to internal business procedures
underwriting and other onboarding requirements. Review clients cover according to internal business procedures