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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 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 then submitted to the Regional Administration Manager for final checking. Assistance in attending to 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
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 Under Management. These individuals build a trusting relationship with the private wealth clients, fostering 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
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 the Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding needs with the products and services offered. Client Relationship Specialists conduct client reviews with with clients in order to assess the products they currently have while assessing their current needs and
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
Office And Client Relationship Manager
Johannesburg
Office and Client relationship manager
Office and Client relationship manager at a Professional steady flow of new business by using/promoting relationships with insurance companies, brokers and assessors targets
Client Relationship Manager Johannesburg
Capital AssignmentsJohannesburg
Our client is a leading global technology company providing software solutions for financial services efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive software products covers various aspects of financial services, including trading, wealth management, mortgage 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
Client Relationship Manager (cpt)
Capital AssignmentsCape Town Region
Our client is a leading global technology company providing software solutions for financial services efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive software products covers various aspects of financial services, including trading, wealth management, mortgage 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
Client Relationship Manager (jnb)
Capital AssignmentsJohannesburg
Our client is a leading global technology company providing software solutions for financial services efficiently manage their businesses and deliver exceptional service to their clients. Our client has a comprehensive software products covers various aspects of financial services, including trading, wealth management, mortgage 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
Client Relationship Manager
Robert WaltersJohannesburg
who have a thorough understanding of relationship management, and have a proven track record of success qualification and experience required for the Client Relationship Manager: 3 years of experience in a Bank Marketing statements Key duties required for the Client Relationship Manager: Completion of applications for new facilities facilities Maintenance and development of relationships with existing clients Understanding market and industry to market to existing and new clients Strong understanding of products and services offered by banks/financial
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