detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios track record in sales and client relationship management Ability to work independently but as part of
detailed financial needs analysis and provide professional advice Create and protect the financial security wealth of others Assist clients in achieving their financial goals and maintain and grow client portfolios track record in sales and client relationship management Ability to work independently but as part of
recommendations to improve processes for the buying process Manage all communication and negotiate with suppliers within the department and report these to your manager Ensure a proper filing system of all required documentation