customers, opening new accounts, maintaining and retaining customers. Knowledge and skills: • Communication
Provide on-going financial planning advice to “retained” clients • Develop and implement strategies to
particular position, you have no objection to us retaining your personal information in our database which
Provide on-going financial planning advice to “retained” clients • Develop and implement strategies to
deadlines are met Check all the content to ensure it retains the highest standard Able to work on several campaigns
to ensure daily advertising, our customers are retained, business growth, ensure efficient courteous customer
stakeholders to implement strategies that attract, retain, develop, and incentivize employees to meet evolving