relationships at all levels
management of the offline and online business of the customer. Creative Business Development Develop a unique grow the business with your customers – Hi Sku/ Hi MP Provide solutions to management when faced with and industry trends, competitors, and leading customer strategies Accurate Forecasting: GDMI Mastering and cooperative planning between KAM, Account Planner and Account Buyer Calculate and continuously adjust departments, in order to give feedback to Account Planner & KAM for Sell In delivery schedule/dates.
management of the offline and online business of the customer. Creative Business Development Develop a unique grow the business with your customers – Hi Sku/ Hi MP Provide solutions to management when faced with and industry trends, competitors, and leading customer strategies Accurate Forecasting: GDMI Mastering and cooperative planning between KAM, Account Planner and Account Buyer Calculate and continuously adjust departments, in order to give feedback to Account Planner & KAM for Sell In delivery schedule/dates.
Managers, Business Development Managers, Para-Planners and Risk Consultants on how best to meet quality Planning would be an advantage (Certified Financial Planner would be a benefit) but not a pre-requisite Computer application of FAIS, Risk Based Approach towards Customer Due Diligence, and PoPIA rules and regulations
Managers, Business Development Managers, Para-Planners and Risk Consultants on how best to meet quality Planning would be an advantage (Certified Financial Planner would be a benefit) but not a pre-requisite Computer application of FAIS, Risk Based Approach towards Customer Due Diligence, and PoPIA rules and regulations
understanding of key customer needs and requirements Expanding the relationships with existing customers by continuously continuously proposing solutions that meet their objectives Ensure the correct products and services are delivered delivered to customers in a timely manner Serve as the link of communication between key customers and internal team Resolve any issues and problems faced by customers and deal with complaints to maintain trust Monitor new potential customers and new market opportunities Provide timely and effective solutions aligned with
understanding of key customer needs and requirements Expanding the relationships with existing customers by continuously continuously proposing solutions that meet their objectives Ensure the correct products and services are delivered delivered to customers in a timely manner Serve as the link of communication between key customers and internal team Resolve any issues and problems faced by customers and deal with complaints to maintain trust Monitor new potential customers and new market opportunities Provide timely and effective solutions aligned with
holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth
holder (strongly preferred) / Certified Financial Planner (CFP) FAIS Compliant. Proven experience as a Wealth
Independently designing / formulating effective solutions and implementing same.
• Conducting legal
limited to Income Tax Act, Value Added Tax Act, Customs and Excise, Tax Administration Act, Securities
Exceptional ability to diagnose problems and design solutions for such problems within the tax law framework
ability to guard interest of client and suggest solutions where risk is identified.
• Strong organizational