dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve
life. Financial Advisers are there to help their clients plan for the future they want by developing financial solutions to clients based on their financial situation Financial needs analysis Relationship building Build under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable) integrity Excellent communication skills Strong network/social contact Strong presentation skills Analytical thought
life. Financial Advisers are there to help their clients plan for the future they want by developing financial solutions to clients based on their financial situation Financial needs analysis Relationship building Build under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable) integrity Excellent communication skills Strong network/social contact Strong presentation skills Analytical thought
financial planning advice to private and business clients by identifying their Investment and lifestyle needs corporate relationships. Key Accountabilities: • Source, develop and cultivate your own client base by by networking, referrals and prospecting • Meet clients in person to provide them with financial planning on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints
financial planning advice to private and business clients by identifying their Investment and lifestyle needs corporate relationships. Key Accountabilities: • Source, develop and cultivate your own client base by by networking, referrals and prospecting • Meet clients in person to provide them with financial planning on-going financial planning advice to “retained” clients • Develop and implement strategies to obtain and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or complaints
company’s positive image ● Liaise with exciting clients and assist with Technical enquiries ● Design Refrigeration equipment to client’s specifications ● Build long term relationships ● Build new client base on a continuous
Coast. Company Name: Blue Desk Recruitment. My client provides loan finance to SMEs - you must come from to foster industry relationships. Strategically cultivate and maintain relationships with key intermediaries the brand of X Limited. Actively manage client relationships and regularly participate in management to possess the ability to build and maintain relationships, have strong negotiation skills and be results-focused
skills along with the ability to prospect new clients are essential. Being a Financial Adviser is listed business development Financial needs analysis Relationship building Build a professional practice under their wealth holistically Provide solutions for clients Requirements: Matric Finance related degree (preferable)