in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
financial services with exposure to investments, sales, full needs analysis, financial planning
in the industry
relevant bachelor's degree is required. PGD in Financial Planning and RE 5 would be an advantage. This
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting experience in Financial services, with exposure to Invetsments, Sales, Analysis, Financial planning, estate
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting experience in Financial services, with exposure to Invetsments, Sales, Analysis, Financial planning, estate
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence related field of study. 3-5 years' experience in financial services with emphasis and exposure to investments experience in sales, conducting full needs analysis, financial planning and estates planning. Valid driver's experience in the industry. Postgraduate Diploma in Financial Planning or studying toward the qualification
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our Management. These individuals build a trusting relationship with our private wealth clients, fostering confidence related field of study. 3-5 years' experience in financial services with emphasis and exposure to investments experience in sales, conducting full needs analysis, financial planning and estates planning. Valid driver's experience in the industry. Postgraduate Diploma in Financial Planning or studying toward the qualification
Office and Client relationship manager
Office and Client relationship manager using/promoting relationships with insurance companies, brokers and assessors.
Requirements:
Commerce
Our client is looking for Inbound and Outbound Relationship Bankers who have experience in the SME mark record of success in building and maintaining relationships with clients
Qualifications and
and balance sheet requirements
relevant bachelor's degree is required. PGD in Financial Planning and RE 5 would be an advantage. This