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Client Services Coordinator for Estate Planning Duties: Assists with the preparation and distribution of information to prospects, clients and referrals. Opens, closes, scans and files documents in accordance with established procedures. ..
Applications from solicitors with at least 6 years’ experience and a strong following of clients, in any area of business law, are welcomed. With technical ability that is beyond reproach, you ..
KPB Relationship Manager Westlake The candidate maintains and expands current client relationships. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ..
Sr Private Bank Relationship Manager Duties: Maintains and expands current client relationships. Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ..