existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct
existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct
existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily
existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily
platforms: Corporate Saver, Standard Bank TPFA, ABSA AMS Opening and closing of Investments on all platforms bank reconciliations: FNB, Nedbank, Standard Bank, ABSA Management of advocate payments during the month
Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices
Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices Standard Bank Vehicle and Asset Finance position or ABSA Drafting of Affidavits, Summonses, Section 129 notices
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offering to clients into referrals for short-term and wealth department. To advise clients on their holistic (FAIS Accreditation) NQF 5 Diploma (Preferable Wealth Management) Class of Business Certification (Yearly)
offering to clients into referrals for short-term and wealth department. To advise clients on their holistic (FAIS Accreditation) NQF 5 Diploma (Preferable Wealth Management) Class of Business Certification (Yearly)