Search Results: 2 vacancies
...be tasked with providing expert guidance to our clients (mainly HNW company owners or directors) to help them secure their financial futures.
Responsibilities:
Conduct thorough financial assessments to understand clients' goals, risk tolerance, and financial situations...
...processes and submissions.
Work with the Bid Manager to continuously update and improve this database to enhance the efficiency of future proposal development.
Stay up-to-date with proposal management tools and technologies to optimise efficiency and enhance the...
