Attending to all existing client queries and request timeously and professionally thereby offering the the highest levels of service. Handling, maintenance and tracking of all leads received by the Wealth recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
Attending to all existing client queries and request timeously and professionally thereby offering the the highest levels of service. Handling, maintenance and tracking of all leads received by the Wealth recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
environment and tourism to lead the companies Corporate Services division in achieving success and growth. The provide strategic leadership in the Corporate Services Division to advance the mandate and performance objectives; Plan and execute interventions aimed at enhancing relationships between the client and its stakeholders over people management practices, and drive the execution of the division strategy. Divisional Reporting years' management experience managing corporate services of which a minimum of three must be in a senior
environment and tourism to lead the companies Corporate Services division in achieving success and growth. The provide strategic leadership in the Corporate Services Division to advance the mandate and performance objectives; Plan and execute interventions aimed at enhancing relationships between the client and its stakeholders over people management practices, and drive the execution of the division strategy. Divisional Reporting years' management experience managing corporate services of which a minimum of three must be in a senior