Senior Executive - HR at Kunvarji Group
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Kunvarji Group - Executive/Senior Executive - Wealth Management (1-4 yrs)
Meet annual goals / budgets set by manager for self
- Develop existing and new relationships
- Market a full range of Wealth Management products and services in a diversified manner to existing and new clients
- Maintain communications with clients to assess their needs and risk profile, advise on appropriate investment mix
- Cultivate and manage relationships to promote cross-selling
- Ensure product documentation including credit facilities is at all times correct and appropriate
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