Onboarding Consultant- financial services / investment services The position requires an experienced experience in the investment industry and have financial advisory or brokerage experience. Salary on offer delivery in the following areas: · Support the Financial Advisors and provide them with detailed information regards to the client platform; · Assist the Financial Advisors in resolving difficult queries; · Tracking a brokerage and or dealing with brokers with financial advisor experience · Experience in onboarding
Onboarding Consultant- financial services / investment services The position requires an experienced experience in the investment industry and have financial advisory or brokerage experience. Salary on offer delivery in the following areas: · Support the Financial Advisors and provide them with detailed information regards to the client platform; · Assist the Financial Advisors in resolving difficult queries; · Tracking a brokerage and or dealing with brokers with financial advisor experience · Experience in onboarding
business applications based a client's medical, financial, occupation and pursuits and mitigated the risk
business applications based a client's medical, financial, occupation and pursuits and mitigated the risk