3 years experience with Portfolio (excluding Internships) Own reliable transport essential. Please consider
prospective clients. Relationship Management: Cultivate and maintain strong relationships with existing clients
energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous capture of client demographic data on client relationship management system XPlan. Client financial data contact for clients thus strengthening client relationships. Office Management: Support the general office
energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous capture of client demographic data on client relationship management system XPlan. Client financial data contact for clients thus strengthening client relationships. Office Management: Support the general office
the appointment. Maintain and develop client relationships. Support and contribute to company initiatives
the appointment. Maintain and develop client relationships. Support and contribute to company initiatives
the clients in a professional manner. Client relationship management. Handling of new application and
the clients in a professional manner. Client relationship management. Handling of new application and