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Afrizan People Intelligence Ltd
Wealth Advisor Bathurst
Afrizan People Intelligence Ltd
Bathurst
research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 & of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
share this job on whatsappWealth Advisor Assistant - Based In Bathurst, Eastern Cape, Port Alfred 0
Afrizan People Intelligence LtdBathurst
research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 & of 3-5 years experience in client relationship management A minimum of 3 years experience in a financial processes and best practices Good understanding of managing client data Good understanding of FAIS, FICA and
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