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
track sales activities in CRM software. Client Relationship Management: Build and maintain strong client relationships
service delivery.
record of success in insurance sales and client relationship management; Strong understanding of insurance
track record of successful sales and client relationship management. 120 Credits or more ideally Preferred
track record of successful sales and client relationship management. 120 Credits or more ideally Preferred
stakeholders (e.g. HR team, IT, Clients) Client Relationship Management – Daily client interactions on the
(e.g. HR team, IT, Clients)
stakeholders (e.g. HR team, IT, Clients) Client Relationship Management – Daily client interactions on the
appropriate fit and proper requirements. • Client Relationship Management: Build strong, long-term relationships