financing solutions tailored to the individuals needs, is looking to grow their sales team. Job Purpose: engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client follow-up C. Match relevant product package to relevant need 1. Using outstanding product knowledge, present potential client in such a way that it meets their need and solves their problems 2. Explain to the potential
financing solutions tailored to the individuals needs, is looking to grow their sales team. Job Purpose: engagement opportunities, then by using the appropriate needs analysis based selling techniques, either switches House Days B. Identify needs 1. Identify the primary financial and emotional needs of the potential client follow-up C. Match relevant product package to relevant need 1. Using outstanding product knowledge, present potential client in such a way that it meets their need and solves their problems 2. Explain to the potential
clients thereby understanding them and meeting their needs with the products and services on offer. Client they currently have while assessing their current needs and making recommendations where possible. CRS's conducting a full review taking into account a full needs analysis and any changes in the client circumstances 3. A good understanding of the various client needs and risk profile analysis tools and approaches used 2-5 years' experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high
clients thereby understanding them and meeting their needs with the products and services on offer. Client they currently have while assessing their current needs and making recommendations where possible. CRS's conducting a full review taking into account a full needs analysis and any changes in the client circumstances 3. A good understanding of the various client needs and risk profile analysis tools and approaches used 2-5 years' experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high