(CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they Funds Under Management (FUM) target each month as part of the Wealth Specialist's team and are actively
(CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they Funds Under Management (FUM) target each month as part of the Wealth Specialist's team and are actively
existing private clients of the companny that form part of the Wealth Team's allocated client book. The
existing private clients of the companny that form part of the Wealth Team's allocated client book. The
Technically minded and process driven. Organised with good time management and ability to lead a team of two direct