A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily
Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working
Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities:
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey
Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial
Overview: Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial
Overview:Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial
Business Description:Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of
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Output/Core Tasks: ü Establish long-term relationships with clients ü Financial planning for clients ü Focus on identifying client needs and then offer
About the role: We are seeking suitably experienced financial advisors who are self-motivated, dynamic and who share a passion for service excellence to join
Business Description: Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of
PRINCIPLE ACCOUNTABILITIES 1. New Business Development and Marketing o Devise medium-term investment strategy to meet the growth of assets under management
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Job Description:To facilitate this model the position of OUTsurance Financial Advisor: Life and Investments has emerged. The incumbents of these newly created