Research performance of client portfolios and prepare Reviews in accordance with company policy and standards; […]
Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to clients regarding their portfolios i.r.o. risk, market trends, investment performance, benchmarks, insured values, etc.;
Process and implement instructions from clients i.r.o.: Switches, Repurchases, Maturities, Surrenders, Sect 14 and Sec 37 transfers; […]
Assist Clients with the preparation and signing of Wills and execution of estates, in association with the executor. […]
Pro-actively identify...