including reviews of their portfolios in terms of company policy Client portfolio reviews: – Research performance performance of client portfolios and prepare reviews in accordance with company policy and standards – relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment queries, requests and complaints regarding their portfolios – Assist clients in obtaining Tax certificates
Upselling: Encourage customers to upgrade to higher-end models or add extra features. Administrative Tasks Maintaining
knowledge of standard costing and other cost modelling Knowledge in SAP Proficiency in Microsoft Office