Systems
Preparation of client portfolios using Astute and / or product provider information.
Ensuring
system XPlan
Client financial data capture (ASTUTE, PPs and manual)
Data integration between
Systems Preparation of client portfolio's using Astute and / or product provider information. Ensuring management system XPlan Client financial data capture (ASTUTE, PPs and manual) Data integration between XPlan
Systems Preparation of client portfolio's using Astute and / or product provider information. Ensuring management system XPlan Client financial data capture (ASTUTE, PPs and manual) Data integration between XPlan
influencing skills.
influencing skills
⪠Analytical, numerically astute with strong demonstrated problem-solving abilities
Systems Preparation of client portfolio’s using Astute and / or product provider information. Ensuring management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan
Systems Preparation of client portfolio's using Astute and / or product provider information. Ensuring management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan
Systems Preparation of client portfolio's using Astute and / or product provider information. Ensuring management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan