Process Insurance knowledge (desirable) Product knowledge (desirable) CRM system (desirable). Essential Skills Excellent... targets set by the line manager Use questioning and listening skills when understanding the customer’s needs Utilise the...
123 Recruitment and TrainingProcess Insurance knowledge (desirable) Product knowledge (desirable) CRM system (desirable). Essential Skills Excellent... targets set by the line manager Use questioning and listening skills when understanding the customer’s needs Utilise the...
123 Recruitment and Trainingand entered into bespoke database, our internal CRM and workflow system · completing due diligence and any other required checks...Job Description: Who we are: We're a pan-European digital wealth manager with 130,000 active investors (growing...
Moneyfarminto bespoke database, our internal CRM and workflow system · completing due diligence and any other required checks such as AML...Who we are: We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over...
Moneyfarm