supplier relationships, devising supplier relationship management strategies, and implementing joint business be responsible for strategic planning, relationship management and reviews of existing supplier arrangements
support for Portfolio Managers and Client Relationship Managers Align with the Financial Planner to ensure
support for Portfolio Managers and Client Relationship Managers Align with the Financial Planner to ensure
capture of client demographic data on client relationship management system XPlan. Client financial data capture clients thus strengthening client relationships. Office Management Support the general office management
capture of client demographic data on client relationship management system XPlan. Client financial data capture clients thus strengthening client relationships. Office Management Support the general office management
networking with and development of relationships with new customers and managing existing customers Attend meetings
networking with and development of relationships with new customers and managing existing customers Attend meetings
networking with and development of relationships with new customers and managing existing customers Preparing
networking with and development of relationships with new customers and managing existing customers Preparing
effectively in a team and build strong relationships Efficient time-management Strong Communication Skills Monthly