The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting allocated qulaified leads and closing appointments with potential clients Attending to all existing client queries and requests timeously Handling, maintenance and tracking of all leads Liasion with
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides first class service to clients and as such maintains and increases the Company's market
If you are looking to rejuvenate yourself in an industry which allows your professionalism and innate entrepreneurial skills to mould financial freedom for you and your clients, The Financial Planning industry is just the thing for you Liberty will offer you full training accreditation and licencing
planning. Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct
clients Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct
planning. Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct
Financial Advisor - Gauteng A financial planning group is looking for a results-driven Financial Advisor to and life insurance protection. The Insurance Advisor will generate leads, meet with clients, complete their needs. To be successful as an Advisor, the Financial Advisor should stay up to date with the latest these offerings. Ultimately, a top-notch Insurance Advisor should offer specialised guidance and advice on
clients to the STI tele-advisor, book an appointment for the client with the tele-advisor, and forward any existing short term insurance schedules to the STI tele-advisor for capture prior to the appointment.
• To provide prompt and sound legal advice and support to the company in particular the Post Investment Department & Turnaround, Workouts and Restructuring department, Recoveries • To provide legal input to submissions on existing investments prepared for the Portfolio Management Committee a