... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... for cross-selling and upselling financial services. Network with professionals, ...
30 days ago
... for the servicing of the Financial Advisor Offices with any matter relating ... feedback on any instructions to Advisors and Advisor Assistants Maintain agreed upon ... the changing servicing needs of Advisors Be able to build strong ...
16 days ago
... for Client Services, advisors, and Independent Financial Advisors (IFAs), including assistance ... Science, Quantitative Finance, or Financial Management. Familiarity with LISP ... Proficiency in programming and financial modeling skills. Advanced computer ...
30 days ago
... , but not limited to, the Financial Intelligence Centre Act (FICA), Na9onal ... closely with other departments, legal advisors, and regulatory bodies to ensure ...
2 days ago