currently have while assessing their current needs and making recommendation where possible. Key areas of responsibility Wealth team's daily recon template and daily figures Making and confirming of appointments with the Wealth
currently have while assessing their current needs and making recommendation where possible. Key areas of responsibility Wealth team's daily recon template and daily figures Making and confirming of appointments with the Wealth
Full and proper use of the Company's CRM package. Making and confirming of appointments for the Wealth Specialist
Full and proper use of the Company's CRM package. Making and confirming of appointments for the Wealth Specialist
Responsible for conceptualising retail marketing ideas, making evaluative judgements and developing creative concepts
Responsible for conceptualising retail marketing ideas, making evaluative judgements and developing creative concepts