meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality
meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications Analysis (FNA) accompany allnew business and/or client servicing; Checking that the Record of Advice (ROA) Act, FICAAct and relevant legislation; Obtaining Client Authorities for preparing portfolio's via Astute quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's are prepared one one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality
market research and analysis to identify potential clients, understand their requirements, and tailor solutions for improvement. Client Relationship Management : Demonstrate proficiency in client relationship management management, both with corporate clients and individual stakeholders. Build and maintain long-term customer a willingness to travel as needed to meet with clients and attend industry events. Manage travel arrangements
market research and analysis to identify potential clients, understand their requirements, and tailor solutions for improvement. Client Relationship Management : Demonstrate proficiency in client relationship management management, both with corporate clients and individual stakeholders. Build and maintain long-term customer a willingness to travel as needed to meet with clients and attend industry events. Manage travel arrangements
and team members in reaching new and existing clients. Find Business on the CRM Package – Cross selling
and team members in reaching new and existing clients. Find Business on the CRM Package – Cross selling