Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain a
Our client is in the Financial Planning and Wealth Management Sector Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package. Cross selling on the existing database – Use a script to present information and explain a
QK Group is looking for a Finance & Compliance Manager to provide financial and legal advice to Senior Management, as well as ensuring compliance with applicable laws and legislation. Responsibilities: Responsibilities associated with this role include, but are not limited to the following: Fina
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other