industry
clients and provide supervision relating to client onboarding forms and KYC requirements/COD, ensure regular
client relationship Development Customer and client onboarding Customer and management. RE5 Relevant NQF5
client relationship Development Customer and client onboarding Customer and management. RE5 Relevant NQF5
responsibilities Client Maintenance Client onboarding Developing client onboarding plans 3 years experience as
responsibilities Client Maintenance Client onboarding Developing client onboarding plans Desired Experience &
responsibilities Client Maintenance Client onboarding Developing client onboarding plans 3 years experience as
(FAIS and FICA) o Review and approval of client onboarding • Technical queries: o assist advisory, fiduciary
(FAIS and FICA) o Review and approval of client onboarding • Technical queries: o assist advisory, fiduciary
intelligence. Identify potential new clients and develop strategies for onboarding these potential clients and convert potential clients to active clients. Lead the onboarding process for new clients, ensuring they