well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years
The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding services offered. Client Relationship Specialists conduct client reviews with clients in order to assess but not be limited to: Attending to all existing client queries and request timeously and professionally
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such the private wealth clients, fostering confidence and goodwill with these clients thereby understanding services on offer. Client Relationship Specialists conduct client reviews with clients in order to assess (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such the private wealth clients, fostering confidence and goodwill with these clients thereby understanding services on offer. Client Relationship Specialists conduct client reviews with clients in order to assess (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding services offered. Client Relationship Specialists conduct client reviews with clients in order to assess but not be limited to: Attending to all existing client queries and request timeously and professionally
well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist Key responsibilities: Attending to all existing client queries and requests timeously and professionally tracking of all leads received by the Wealth Specialist team such that these leads are contacted and the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated allocated to the Wealth Specialist team as per company's set guidelines Full and proper use of the company's