Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to latest benefits. Network and obtain referrals and leads from existing client base with view to ca
Minimum requirements for the role:
Our client is in the Financial Planning and Wealth Management sector SALES Discovery Advisor 360 to be viewed daily to obtain sales opportunities. Advise on overall portfolio with a view to upgrading to latest benefits. Network and obtain referrals and leads from existing client base with view to ca
portfolio of foreign currency, domestic and internal accounts.
portfolio of foreign currency, domestic and internal accounts.
portfolio of foreign currency, domestic, and internal accounts.
Responsibilities: Portfolio management - internal / domestic and foreign currency accounts Collect bank statements Daily Responsibilities: Portfolio management - internal / domestic and foreign currency accounts Collect bank statements Daily
Responsibilities: Portfolio management - internal / domestic and foreign currency accounts Collect bank statements Daily Responsibilities: Portfolio management - internal / domestic and foreign currency accounts Collect bank statements Daily
i>Portfolio management - internal / domestic and foreign currency accounts
procedures, and internal controls Assist in implementing and enforcing accounting policies procedures