... Certificate. Certificate/diploma in wealth management or relevant investment/financial degree ... client proposals to Advisors and Management as part of new business ... the preparation of: Financial plans, risk analysis and recommendations to clients ...
3 days ago
... tender documents. Specific Responsibilities Tender Management • Manage the entire tender ... to identify key deliverables and risks. • Stay informed about industry ... tender administration, procurement, or contract management. • Experience with public sector ...
18 days ago