... role you will be supporting the Financial Advisor(s), with ... necessary data, preparing new business quotations and following through ... on all new business cases including client ... champion(s). Responsible for New Business: Responsible for Client Servicing ...
7 days ago
... this role you will be supporting the Financial Advisor(s), with financial ... the necessary data, preparing new business quotations and following through on ... experience champion(s). Responsible for New Business: ü Xplan- loading client information / record ...
7 days ago