Prepare and learn to get your required licenses and professional qualifications, fully supported by the company, to enable you to operate legally and competently in a frontline sales capacity.
Manage relationships and communicate clearly with key stakeholders on project status, key risks and issues as well as maintaining of prioritised Product Backlog.
New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
Compile and maintain documentation including SOP, SIS Flowchart, Procedures, Work Instruction, Forms, Letters and any documentation within the Company.