TOP RELATIONSHIP MANAGER OF THE YEAR

UNUM CAPITAL’S TAAHIR JOOSUB is the Top Relationship Manager of the Year, moving up from second last year. PSG Wealth’s Carlo Amorim, winner of the inaugural award in 2019 and taking the top gong again last year, drops into second. This award was introduced to recognise individual excellence in the securities broking sector and has proved to be a highly competitive category. All firms that perform well in this survey have to be effective in maintaining high levels of client satisfaction. When it comes to the individual relationship managers, clients are effusive in their praise for the good ones. One of Joosub’s clients says: “Taahir gives advice like it’s his own money. He treats every client like gold even when they are the smallest of clients.” Another one reports: “Being a firsttime investor trading on the stock market, I have never felt so at ease and confident placing orders. Taahir has a way of explaining things in a manner that makes me understand exactly how things work and gave me the confidence to invest. I can call him a number of times at any time of the day and he will gladly assist me with information on any topic that I may need help with.” Amorim’s clients hold similar positive sentiments. One says: “Carlo not only has all the market knowledge to assist me when I call him, but he always takes time to listen and engage with me when discussing the market or my portfolio. While we are on the phone I always feel like I am his most important client.” The winner is determined by client nominations and the motivations they provide, weighted according to firm size and client base. Intellidex uses a combined qualitative-quantitative assessment to determine the top three.