... interaction with clients, fellow-employees, business management and LISPs to ensure ... diligence) on all exciting and new clients; Maintain email communication distribution ... portfolio; Linking of Advisors; Register new model portfolios; Prepare quotations on ...
13 days ago
... interaction with clients, fellow-employees, business management and LISPs to ensure ... diligence) on all exciting and new clients; Maintain email communication distribution ... portfolio; Linking of Advisors; Register new model portfolios; Prepare quotations on ...
18 days ago