Lead the team on client engagements to assist with finance processes improvement and optimisation, strengthening of controls and governance, effective remediation of audit findings, enhancing readiness for adoption of new accounting standards
Proactively engage in conversations with the practice leaders and executives to provide insights on potential client needs based on research of client background and industry trends
Build and grow lasting relationships with professionals, business owners, and affluent clients, allowing you to establish trust and lifelong partnerships.
Attend meetings and lead discussions with clients, bankers and professional advisors with the view of addressing client needs and providing wealth planning advice and solutions