specific and qualified client market, thereby assisting them to structure their wealth and ensure a secure
budgets : Work closely with the finance team to assist in the compilation of a detailed achievable annual
budgets : Work closely with the finance team to assist in the compilation of a detailed achievable annual
products and services Designing financial strategies Assisting clients to make informed decisions Reviewing and
complaints, must have excellent customer service skills Assist with marketing if required Prepare and submit a
complaints, must have excellent customer service skills Assist with marketing if required Prepare and submit a
stay abreast of new practices and technologies. Assist in developing solutions for potential new clients