Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience in a similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial In
communicate well with clients Build and maintain client relationship, bring in new clients and maintain the existing
communicate well with clients Build and maintain client relationship, bring in new clients and maintain the existing
prospecting to establish and maintain long-term client relationships Conduct detailed financial needs analysis portfolios Create and cultivate long-term client relationships and manage your professional practice Remain
prospecting to establish and maintain long-term client relationships Conduct detailed financial needs analysis portfolios Create and cultivate long-term client relationships and manage your professional practice Remain
skills ● People and administrative skills ● Client relationship skills ● The ability to work under pressure
skills ● People and administrative skills ● Client relationship skills ● The ability to work under pressure
the client’s requirements Develop and grow client relationships Provide exceptional service and follow through
CRM software. Client Relationship Management: Build and maintain strong client relationships. Serve as a
This role involves building and maintaining client relationships, staying informed about industry trends Proven track record of successful sales and client relationship management. 120 Credits or more ideally Preferred