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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· Capital Management and Treasury Operations: Develop and implement comprehensive strategies for efficient capital utilization and optimizing cash flow.
· Fundraising: Strategically planning the company's capital structure by identifying and evaluating diverse funding sources, negotiating favourable terms with potential investors or lenders, preparing comprehensive financial documentation, and cultivating relationships with relevant stakeholders
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