Execution Desk Specialist
3 weeks ago
Responsibilities
- Understand 1 Finance Approach and services.
- Keep an eye on the Client’s Financial Plan and hold meetings to discuss the action plan's progress.
- Assist the members in executing the Financial Plan after understanding the client profile.
- Design the communication strategy for executing the advisory including relevant nudges for the clients.
- Perform client service activities.
- Ensuring compliance with quality and safety requirements.
Skills
- Strong communication skills
- Problem-solving skills
- Collaborative and result oriented
- Structured approach of thinking and execution
- Operational/documentation know-how
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