strategic decisions throughout the customer base Manage lead databases and CRM systems to track lead pipeline. Qualify leads based on predetermined criteria. Key Client Relationship Management: Build and maintain manage and secure your prospect & key client base. Managing and actioning ongoing promotions/campaigns/strategic strategic decisions throughout the customer base Manage lead databases and CRM systems to track lead pipeline. Qualify leads based on predetermined criteria. Key Client Relationship Management: Build and maintain
strategic decisions throughout the customer base Manage lead databases and CRM systems to track lead pipeline. Qualify leads based on predetermined criteria. Key Client Relationship Management: Build and maintain manage and secure your prospect & key client base. Managing and actioning ongoing promotions/campaigns/strategic strategic decisions throughout the customer base Manage lead databases and CRM systems to track lead pipeline. Qualify leads based on predetermined criteria. Key Client Relationship Management: Build and maintain
strategic decisions throughout the customer
base
Manage lead databases and CRM systems to track lead
/>Qualify leads based on predetermined criteria.
Key Client Relationship Management:
Build and
and secure your prospect & key client base.
Managing and actioning ongoing promotions/campaigns/strategic
abilities
administrative abilities Negotiable salary (based on experience) Office management (advantageous) Bachelors degree
administrative abilities Negotiable salary (based on experience) Office management (advantageous) Bachelors degree
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric/Grade 12, Completed RE Exam, w orking knowledge of FAIS/FICA Le
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner to assist with all wealth management planning and advice related activities on an initial and ongoing basis. Must have Matric/Grade 12, Completed RE Exam, w orking knowledge of FAIS/FICA Le