The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing Management. These individuals build a trusting relationship with private wealth clients, fostering confidence
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing Management. These individuals build a trusting relationship with private wealth clients, fostering confidence
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
productivity
Customer Relationship Management: Cultivate meaningful relationships with our valued
valued B2B customers, providing exceptional service and exceeding their expectations
Reporting: Keep management
based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.
relationships with a mature demographic of high and ultra-high
The Client Relationship Specialist role services all existing clients of the Company that form part of and FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence