assets under management (AUM) in unit trusts and collective investment schemes.
relationship management within the unit trust and collective investment schemes space. The ideal candidate assets under management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationship management within the unit trust/collective investment schemes sector. Demonstrated success targets. Strong understanding of unit trusts, collective investment schemes, and the broader financial
relationship management within the unit trust and collective investment schemes space. The ideal candidate assets under management (AUM) in unit trusts and collective investment schemes. Build and maintain strong relationship management within the unit trust/collective investment schemes sector. Demonstrated success targets. Strong understanding of unit trusts, collective investment schemes, and the broader financial
leads, following up on sales leads, making sales, collecting, and submitting signed documentation for review
feedback, special developments, or information collected during field activity to the Sales Manager.
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feedback, special developments, or information collected during field activity to the Sales Manager. Coordinating
feedback, special developments, or information collected during field activity to the Sales Manager. Coordinating
required.
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Utilize CRM software to record pertinent data forthcoming from sales representatives calls and