the client and ensure that the relevant SDM is advised of same. Action canvassing where required. Visit Communication Advise clients per email of changes in vessel scheduling Keep departmental management advised of notable
using clear and non-technical language.
referrals for short-term and wealth department. To advise clients on their holistic needs using the support
status of all aircraft during the shift;
by answering product and service questions and advising about other products and services Resolving product
by answering product and service questions and advising about other products and services Resolving product
administration & capturing & processing, assisting, advising and reporting to Supervisor of Technical Sales
or dealing with brokers with financial advisor experience Support Financial Advisors and provide them with
● Decide on financial transactions within mandate ● Reduce/ maintain turnaround of claims ● Maintain
REQUIREMENTS (KEY PERFORMANCE AREAS): Support the Financial Advisors/Investors and provide them with detailed department procedures and processes; Assist the Financial Advisors/Investors in resolving difficult queries; a brokerage and or dealing with brokers with financial advisor experience. Experience in onboarding of