Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's they work for. They provide first class service to all clients and as such increase the Company's market Funds Under Management (FUM) target each month as part of the Wealth Specialist's team and are actively actively incentivised in this regard. Attending to all existing client queries and request timeously and professionally of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such
Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's they work for. They provide first class service to all clients and as such increase the Company's market Funds Under Management (FUM) target each month as part of the Wealth Specialist's team and are actively actively incentivised in this regard. Attending to all existing client queries and request timeously and professionally of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such