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Client Relationship Specialist
Umhlanga Rocks
well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist
- Attending to all existing client queries and requests timeously and professionally tracking of all leads received by the Wealth Specialist team such that these leads are contacted and Wealth Specialist team's daily recon template and daily figures
- Liaising with all clients allocated allocated to the Wealth Specialist team as per company's set guidelines
- Full and proper use
share this job on whatsappClient Specialist Umhlanga
Srg Recruitment Ltd.South Africa
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years
Client Specialist Umhlanga
Express Employment Professionals Durban NorthUmhlanga Rocks
The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by on a Category 1 FSP license Class of Business training completed as per Company and FSCA requirements
Client Relationship Specialist
Express Employment Professionals Durban NorthUmhlanga Rocks
The Client Relationship Specialist role services all existing clients of the Company that form part of of an allocated team. Attending to all existing client queries and request timeously and professionally regulations of the FSCA and the FAIS Act; Conducting client reviews in a FAIS compliant manner; conducting account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by on a Category 1 FSP license Class of Business training completed as per Company and FSCA requirements
Client Specialist Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding services offered. Client Relationship Specialists conduct client reviews with clients in order to assess but not be limited to: Attending to all existing client queries and request timeously and professionally
Client Specialist Umhlanga
Yates RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such the private wealth clients, fostering confidence and goodwill with these clients thereby understanding services on offer. Client Relationship Specialists conduct client reviews with clients in order to assess (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard
Client Relationship Specialist
Yates RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first class service to all clients and as such the private wealth clients, fostering confidence and goodwill with these clients thereby understanding services on offer. Client Relationship Specialists conduct client reviews with clients in order to assess (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this regard
Client Relationship Specialist
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated allocated Wealth Specialists team that they work for. These individuals build a trusting relationship with Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding services offered. Client Relationship Specialists conduct client reviews with clients in order to assess but not be limited to: Attending to all existing client queries and request timeously and professionally
Client Relationship Specialist - Wealth Management
Umhlanga Rocks
20 000 + monthly bonuses based on KPI's
- Attend to all existing client queries and requests
- Handle, maintain, and track of all Wealth Specialist
- Maintenance, reconciliation and submission of the Wealth Specialist teams daily figures
- Liaison with all clients allocated to the Wealth Specialist team
- Making and confirming confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork completed correctly and in full
- Conducting client reviews in a FAIS compliant manner; conducting
Engineer In Training
Cape Town City Centre
R21 000 projects
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