Principal Officer

Job Description

Understand 1 Finances approach and services Keep an eye on the Client s Financial Plan and hold meetings to discussthe action plan and progress Assist the members in executing the Financial Plan afterunderstanding the client profile Design the communication strategy for executing the advisoryincluding relevant nudges for the clients Perform client service activities Ensuring compliance with quality and safety requirements Strong communication skills Problem-solving skills Collaborative and result oriented Structured approach of thinking and execution Operational/documentation know-how