based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
clients for the Wealth Specialist
Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.
Our client seeks to appoint a suitably qualified and experienced CRO with at least 3-5 years direct experience
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 and FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides provides first class service to all clients and as such maintain and increase the Company's market share in individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill goodwill with these clients thereby understanding them and meeting their needs with the products and services
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our our existing private clients that form part of the Wealth Team's allocated client book. The CRO provides provides first class service to all clients and as such maintain and increase the Company's market share in individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill goodwill with these clients thereby understanding them and meeting their needs with the products and services
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated work for. They provide first class service to all clients and as such increase the Company's market share individuals build a trusting relationship with the private wealth clients, fostering confidence and goodwill goodwill with these clients thereby understanding them and meeting their needs with the products and services services on offer. Client Relationship Specialists conduct client reviews with clients in order to assess
The Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and and goodwill with these clients thereby understanding them and meeting their needs with the products 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
Office and Client relationship manager
Office and Client relationship manager at a steady flow of new business by using/promoting relationships with insurance companies, brokers and assessors and weekly targets
Our client is a leading global technology company providing software solutions for financial services and deliver exceptional service to their clients. Our client has a comprehensive suite of software products and improve client engagement in the rapidly evolving financial landscape. Join our client's dynamic team team as a Client Relationship Manager in the Commercial (Enterprise) sector. You would be responsible responsible for building and maintaining relationships with key existing clients that are of significant strategic