financial advisor, Progress tracking, Conversion and non-conversion, Lead follow-up (client centric), Client retention... a financial services company (marketing/sales/client service); Proven record of achievements from lead inception...
financial advisor, Progress tracking, Conversion and non-conversion, Lead follow-up (client centric), Client retention... a financial services company (marketing/sales/client service); Proven record of achievements from lead inception...
financial advisor, Progress tracking, Conversion and non-conversion, Lead follow-up (client centric), Client retention... a financial services company (marketing/sales/client service); Proven record of achievements from lead inception...
and Excellent knowledge of English and Afrikaans (speak, write, read, understand) together with experience in financial services... Care Advisor. Recording of client interaction and updating of client records upon completion of interaction, Maintain...
financial services industry and Minimum 5 years’ experience in the sales / marketing / business development environment... and feedback; Recruit Value Add Financial Advisors within the designated criteria. Legal: Assist in the arrangement of legal...
and Excellent knowledge of English and Afrikaans (speak, write, read, understand) together with experience in financial services... Care Advisor. Recording of client interaction and updating of client records upon completion of interaction, Maintain...
Job Description: Provide holistic administrative support to financial advisor. Manage advisors diary (Client.... Preferred - candidates who have experience assisting an advisor with an investment focus / comfortable with Excel and outlook...