/legal partners to ensure alignment and drive strategic initiatives. Advisor Strategy: Align and optimize advisor... interventions. Succession Planning: Manage advisor succession and retention mechanisms to ensure business continuity and long-term...
Job Description To provide a positive customer experience by being helpful and sensitive customer needs, expectations and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst...
. Ensure that Financial Advisor proficiency levels are maintained through coaching and development interventions to enable... Industry Regulatory Framework Knowledge Management Legal Compliance Legal Knowledge Operational Planning...
organisation Collaborate with the Legal, Privacy, Data Governance and Company Secretary teams on compliance and governance related... reporting and oversight Legislation and knowledge of legal frameworks Microsoft Compliance software’s and systems Process...
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