private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service and acquire new business. Key areas: Contacting allocated qualified leads and setting up and closing appointments template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company
private clients that form part of the Wealth Team's allocated client book. The CRO provides first class service and acquire new business. Key areas: Contacting allocated qualified leads and setting up and closing appointments template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company
services all existing clients that form part of an allocated Wealth Specialists team that they work for. These
services all existing clients that form part of an allocated Wealth Specialists team that they work for. These