(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 and ultra-high net wealth private clients. 7. Computer literate and technologically savvy. Minimum Qualifications
(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 and ultra-high net wealth private clients. 7. Computer literate and technologically savvy. Minimum Qualifications