services industry. You will be responsible for building and maintaining networks, identifying potential planners, brokers, and wealth managers.
will manage a diverse portfolio of clients and build solid relationships with both team members and clients supportive, communicative environment. Relationship Building: Establish and maintain strong relationships with client service skills, with a proven ability to build and maintain professional relationships. Minimum
opportunities • Manage costs against approved budget • Build productive relationships with customers, employees & Publicity, Report Writing • Communication, Building partnerships, Resource planning, Entrepreneurial
opportunities • Manage costs against approved budget • Build productive relationships with customers, employees & Publicity, Report Writing • Communication, Building partnerships, Resource planning, Entrepreneurial
team. The incumbent will need to establish and build relationships with clients. THE IDEAL CANDIDATE gather the relevant information for their files • Build relationships with clients • Client reporting SKILLS
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