(CRO) first and foremost are responsible for the servicing of all our existing private clients that form allocated client book. The CRO provides first class service to all clients and as such maintain and increase and meeting their needs with the products and services we offer. The CRO is also responsible for following professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews submitted by Wealth Specialists are completed correctly and in full and then submitted to the Regional field of study 3-5 years experience in financial services with exposure to investments, sales, full needs not hear back from a consultant within 5 - 10 working days, please consider your application unsuccessful
that is tailor made and accompanied by amazing service. A. Source potential clients 1. Using proactive presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open taken to process their application 3. Apply the correct credit criteria when assessing the file 4. Drafting requires proactive prospecting (a hunter). Must have worked in a pressurised sales environment Exceptionally
that is tailor made and accompanied by amazing service. A. Source potential clients 1. Using proactive presentations (5) Networking (6) Call duties (7) Social activities (8) SAPTG letters (9) Flyers (10) Open taken to process their application 3. Apply the correct credit criteria when assessing the file 4. Drafting requires proactive prospecting (a hunter). Must have worked in a pressurised sales environment Exceptionally
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with and meeting their needs with the products and services offered. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with and meeting their needs with the products and services offered. Client Relationship Specialists conduct professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews
Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all rev applications to ensure that they are completed correctly and in full
The Client Relationship Specialist role services all existing clients of the Company that form part of professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads appointments, as well as ensuring they have the correct paperwork for all set appointments and all reviews applications to ensure that they are completed correctly and in full then submitted to the Regional Administration Representative giving advice and providing an intermediary service. Has been licensed for the following subcategories
The Client Relationship Specialist role services all existing clients of the Company that form part of professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads appointments, as well as ensuring they have the correct paperwork for all set appointments and all reviews applications to ensure that they are completed correctly and in full then submitted to the Regional Administration Representative giving advice and providing an intermediary service. Has been licensed for the following subcategories
payroll process, ensuring all employees are paid correctly and on time. This role includes maintaining payroll continuous improvement initiatives within the payroll department. Requirements: A relevant tertiary qualification abilities and communication skills. Capable of working under pressure and managing deadlines effectively