... with the relevant Wealth Planners, to clients regarding their ... Support to Wealth Planner Assist the Wealth Planner in the mentoring ... requirements; Assist the Wealth Planner in the identification of ... ; Assist the Wealth Planner in the quality control ...
7 days ago
... admin support to the financial planner colleagues in terms of travel ...
27 days ago
... Sales Targets. Structured weekly call planner and call reporting detailing progress ...
2 months ago