... through our partner network. University degree in relevant field (financial services), post ... contact Build a pipeline of prospective partners and client Drive revenue growth ... from strategic partners and clients Prepare client proposals ...
a year ago
... / bi-monthly cashbooks on Pastel Partner or submitting figures as received ... Working papers and compiling annual financial statements for compilation or review ...
2 years ago
... switches them from other financial institutions or to offer ... potential clients through ongoing partnering and relationship building; ... needs Identify the primary financial and emotional needs ... credit matrix Identify the financial problems / challenges faced ...
a year ago
... particularly in terms of their financial functioning and health. ? Analysing ... models to interpret complicated financial information. ? Writing financial research summaries. Business ... to potential clients and partners on investment proposals, process ...
a year ago