Portfolio Manager are aligned and compliant to mandate) NAV (internal software), IT, Systems & KPIs All client awareness and understanding of information available on NAV to support the Financial Planner. Liaise and orientate practice attributes on NAV Track and monitor your Key Performance Indicators score on NAV Request assistance
Portfolio Manager are aligned and compliant to mandate) NAV (internal software), IT, Systems & KPIs All client awareness and understanding of information available on NAV to support the Financial Planner. Liaise and orientate practice attributes on NAV Track and monitor your Key Performance Indicators score on NAV Request assistance
checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages desk etc. NAV & KPIs Full awareness and understanding of information available on NAV to support Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Financial Planner on all data and practice attributes on NAV. Marketing Support Assist with the organization of
checking the Client Consolidated Reports (CCR) from NAV (the company's proprietary software that manages desk etc. NAV & KPIs Full awareness and understanding of information available on NAV to support Financial Planner. Track and monitor personal KPIs on NAV. Request assistance and guidance from POM where KPI Financial Planner on all data and practice attributes on NAV. Marketing Support Assist with the organization of