The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
leads as well as build and maintain long-term relationships with customers and clients To diversify our someone with: Knowledge of Relevant Products Time Management Analytical Thinking Understand Compliance in in the FSCA Building Customer Relationships with Clients Decision making Team player Self-Leadership Continuous Accreditation) NQF 5 Diploma (Preferable Wealth Management) Class of Business Certification (Yearly) Must
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our areas of Funds Under Management. These individuals build a trusting relationship with our private wealth then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our areas of Funds Under Management. These individuals build a trusting relationship with our private wealth then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated area of Funds Under Management. These individuals build a trusting relationship with the private wealth with the products and services on offer. Client Relationship Specialists conduct client reviews with clients responsible for the attainment of a Funds Under Management (FUM) target each month as part of the Wealth then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated work for. These individuals build a trusting relationship with the Company's private wealth clients, fostering with the products and services offered. Client Relationship Specialists conduct client reviews with clients then submitted to the Regional Administration Manager for final checking. Assistance in attending to ears experience as a Private Client Wealth/Relationship Manager, with experience in high and ultra-high
Our client seeks to appoint a suitably qualified and experienced CRO with at least 3-5 years direct experience in a similar position. Matric as well as a relevant bachelor's degree is required. PGD in Financial Planning and RE 5 would be an advantage. This position offers a basic salary as well as m
for an experienced and motivated Client Relationship Manager to join our team and help us maintain and
you will be building and maintaining strong relationships with key accounts, including insurers and large
environment.
Strong background in client relationship management and service advisory.
Excellent communication
ability to build and maintain strong client relationships.
Ability to work independently and as part
Functional Relationship Manager within our IT department based in Bryanston. Relationship Management Deep understanding challenges. Strong relationships with Business key stakeholders Maintains same level of relationship within IT maintain a continuing good relationship and a shared vision. Risk Management Maps and monitors dependencies across multiple options. Accountable for demand management (where applicable). Supports the business governance P1/P2 and unplanned outages. Coordinate crisis management and communication during P1/P2 situations. Security
in a multi-skilled team – maintaining strong relationships with key individuals to enhance, retain and changes and updates. Develop and maintain sound relationships with clients and third parties. Ensure that