clients achieve their financial goals while driving business growth. As a Sales-Driven Financial Planner, your Providing expert guidance on investment options, risk management, and wealth preservation strategies. Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver Skills: Bachelor's degree in finance, Economics, Business, or a related field Proven track record of success clients. Demonstrated ability to identify and seize business opportunities. Own Vehicle and Valid drives license
clients achieve their financial goals while driving business growth. As a Sales-Driven Financial Planner, your Providing expert guidance on investment options, risk management, and wealth preservation strategies. Collaborating with cross-functional teams, including wealth management, tax specialists, and legal advisors, to deliver Skills: Bachelor's degree in finance, Economics, Business, or a related field Proven track record of success clients. Demonstrated ability to identify and seize business opportunities. Own Vehicle and Valid drives license
Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or communication skills in English. Solid financial and business acumen. Basic conflict resolution skills. Target
Unit in support of new business, client servicing, portfolio requests and business retention. Enable the Executive Financial Advisor to manage their workflow and follow-ups. Manage data collection, logging and quotes and applications – hand documents to Service Manager to include in production report. Capture policy to Para Planner and Executive Financial Advisor. Manage cases that are ready for acceptance in a week or communication skills in English. Solid financial and business acumen. Basic conflict resolution skills. Target
suspicious transactions to Fund / Corporate Finance Manager Do a journal for the payment done outside the system Prepare monthly accruals Fixed assets register Manage the asset register Update any additions or disposals