Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients.
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Engage with business users and stakeholders to thoroughly understand their reporting needs, data-related challenges, and support analysis (engineering).
Must be able to establish communications and support end users.
Analyse existing processes, data sources, and reporting solutions to identify areas forenhancement and provide well-considered recommendations for improvement.
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