needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
needs. Identify new business opportunities and develop and Implement strategies, and manage individual relationships. Key Accountabilities: • Source, develop and cultivate your own client base by networking financial planning advice to “retained” clients • Develop and implement strategies to obtain and manage business
Planning: Collaborate with executive leadership to develop and implement strategic plans that align with the accountability, innovation, and continuous improvement. Develop and execute training programs to enhance the skills leadership experience, with the ability to lead and develop a team effectively. Excellent communication and
what we do Your role will entail: New business development Financial needs analysis Relationship building
reporting ● Period-end Reporting and Presentations ● Develop financial policies and parameters ● Review process
Identify the risks that a business faces and develop preventive strategies. Provide training on policy
a joint ambition for company growth, greater development and comprehensive business support. Through the