Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Key Responsibilities: Liaising with clients. Data capturing. Processing of new business (life products;
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Financial Planning Partner and client. FICA and AML capture and checking on client onboard process. Checking ongoing fees are received from the relevant PPs. Capture and checking of new business documentation to ensure Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
Gather, summarise and analyse new client information/data. Working with the Financial Planner to develop strategy the client review process. Checking and / or capturing of client payments and requests. As part of financial
visionary in the provision of innovative ICT and Data Center infrastructure solutions. Requirements: At relevant industrial and commercial experience with a Data Center Infrastructure skill set. At least 2 years' Design and Consulting experience with preferably Data Centre Infrastructure and ICT environment. Architectural OEM Certifications (APC, Emerson, etc – Certified Data Centre Design Engineer and relevant product certification infrastructure and plant design and commercialisation. Data centre plant infrastructure. Oversee project production
supervision. Key Responsibilities: Responsible to capture and process the latest forecast in the MRP system
supervision. Key Responsibilities: Responsible to capture and process the latest forecast in the MRP system
insurance schedules to the STI tele-advisor for capture prior to the appointment. Communicate and receive