1. Build strong customer relationships that retain and increase customers' wealth in financial planning services.

2. Identify market segmentation and initiate contact for data collection.

3. Analyze data to identify the current financial situation. ...

Undertake other reasonable duties as required relating to the functions and responsibilities of CCP.

To actively communicate within team and partner institution in a cooperative and good will manner.

Support the Manager and Director of CCP in ensuring effective, efficient and consistent while implementing activities with partner colleges. ...