Management Consultant Zara Jobs in Umhlanga Rocks | 2

Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figuresLiaison with all clients allocated to the Wealth Specialist ...

Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications ...