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through preparation, buyer identification, exit mechanisms 6. Self-Development (10%) Upskill continuously personal development plans Attend job-related training Ensure organizational vision, mission and values Industry Awareness, Problem Solving, Risk Management, Service/Customer Orientation Attributes Required: Assertive
Successful candidates will receive extensive training including initial and advanced learning programs with clients through excellent ongoing client services · Give objective professional advice based on certain criteria Full mentorship program Extensive training and development Great recognition Great culture investments, short term insurance and fiduciary services) Flexibility Build your own practise Become part
market trends. Developing financial management mechanisms that minimising financial risk. Conducting reviews
Onboarding Manager to ensure the team receives ongoing training
• Working closely with Compliance to ensure:
• Managing Client Services projects and initiatives including US tax forms
clearly and effectively. · Conduct risk awareness training for employees. Stress Testing and Scenario Analysis: Internal announcement - new employee Induction training · Advice process and documents · Products · FICA declaration o Continuous Professional Development training plan o Continuous Professional Development reminders registers. Pack: Create, maintain, implement, and train, monitor List of current policies and plans required Facilitate / arrange annual anti-money laundering training. · Conduct transaction anti money laundering risk
clearly and effectively. · Conduct risk awareness training for employees. Stress Testing and Scenario Analysis: Internal announcement - new employee Induction training · Advice process and documents · Products · FICA declaration o Continuous Professional Development training plan o Continuous Professional Development reminders registers. Pack: Create, maintain, implement, and train, monitor List of current policies and plans required Facilitate / arrange annual anti-money laundering training. · Conduct transaction anti money laundering risk
and acting as the main point of contact for all service-related inquiries and issues. The Account Manager closely with internal teams to deliver exceptional service, drive technology adoption, and proactively address specific needs and objectives. Provide guidance and training to clients on the effective use of technology a timely and efficient manner. Conduct regular service reviews with clients to assess their satisfaction Provide input and insights to the product and service development teams based on client feedback and
Analysis, Strategy documents, Calculations, etc.) • Training will be provided on Elite Wealth & Workpool holistic financial planning. (We will provide training) Market related.
Analysis, Strategy documents, Calculations, etc.) • Training will be provided on Elite Wealth & Workpool holistic financial planning. (We will provide training) Market related.