Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years
Client liaison and responsibility to manage clients shipping requirements for the clients that has been been allocated to your portfolio Client's needs to be kept updated on the status of their shipments and speedily as to have no or minimal impact on clients. Liaise with client continuously and in a proactive manner existing clients and referrals Present the company as and when required i.e. company functions, client meetings status reports to Clients with current information on all their shipments Liaise with Client Services department
Client liaison and responsibility to manage clients shipping requirements for the clients that has been been allocated to your portfolio Client's needs to be kept updated on the status of their shipments and speedily as to have no or minimal impact on clients. Liaise with client continuously and in a proactive manner existing clients and referrals Present the company as and when required i.e. company functions, client meetings status reports to Clients with current information on all their shipments Liaise with Client Services department
Supportive. Quick off the mark. Responsibilities: Client administration as well as communication and follow with key provider personnel, advisors and clients Collect and collate client information data from/for various business, offshore, etc.) Ensure servicing of all clients (existing and new) requests and needs are done business, redemptions, queries, etc.) Interact with advisors and product providers to ensure a constant flow communication and improvement of service levels to clients Administer and maintain group risk, medical schemes
visit in appropriate database. Explain process to clients so they understand what to expect and when their provide a positive and beneficial resolution for clients. To recording daily costing. Test-driving vehicles
relationships with clients
Financial planning for clients
Focus on identifying clients need and then service orientation and frequent contact with clients.
prospecting to establish and maintain long-term client relationships Conduct detailed financial needs others Assist clients in achieving their financial goals and maintain and grow client portfolios Create Create and cultivate long-term client relationships and manage your professional practice Remain accredited
My client in Zululand within the Sugar Mill Industry is looking for Technical Buye.
INDUSTRY to recruit a TECHNICAL CONTROLLER to be based at their offices including benefits.
OUR CLIENT, THE SINGLE LARGEST OF ITS KIND IN THE WORLD, HAS
The TECHNICAL CONTROLLER will provide a comprehensive technical control service to the other supplementary duties to carry out task of Technical Controller.
The broker will be responsible for understanding client needs, providing expert advice, and finding the needs. This role involves building and maintaining client relationships, staying informed about industry Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine and sell long-term insurance products to clients. Assist clients in completing insurance applications and premiums with insurance companies on behalf of clients. Ensure the timely placement of policies and follow