existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines. Full and proper
existing private clients that form part of the Wealth Team's allocated client book. The CRO provides first class tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines. Full and proper
that form part of an allocated Wealth Specialists team that they work for. These individuals build a trusting tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making and
that form part of an allocated Wealth Specialists team that they work for. These individuals build a trusting tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making and