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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 leads received by the Wealth Specialist
- Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures
- Liaison with all clients allo
share this job on whatsappClient Specialist Umhlanga
Express Employment Professionals Durban NorthUmhlanga Rocks
The Client Relationship Specialist role services all existing clients of the Company that form part of an allocated team. Attending to all existing client queries and request timeously and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads
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 an allocated team. Attending to all existing client queries and request timeously and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads
Client Relationship Specialist
Umhlanga Rocks
A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.
Key responsibilities:
- Attending to all existing client queries and requests timeously and prof
Client Specialist Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an 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 there
Client Relationship Specialist
Isisekelo RecruitmentUmhlanga Rocks
The Client Relationship Specialist (CRS) role services all existing clients that form part of an 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 there
Client Specialist Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
Description A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team. Key responsibilities: Attending to all existing client queries and requests timeously and professionally thereby offering the highest leve
Risk & Compliance Specialist Illovo
Belmar PersonnelSouth Africa
R650k-R800k depending on experience The Risk & Compliance Specialist will assist the Head: Risk & Compliance who is responsible for Risk & Compliance management across the Company Group and its licenses subsidiaries. Assist with the responsibility for the design of and implementing of systems and controls to ensure complia
Risk & Compliance Specialist R650k-r800k Depending On Experience
Belmar PersonnelSouth Africa
R650k-R800k depending on experience The Risk & Compliance Specialist will assist the Head: Risk & Compliance who is responsible for Risk & Compliance management across the Company Group and its licenses subsidiaries. Assist with the responsibility for the design of and implementing of systems and controls to ensure complia
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 increase the Company's market share in the area of Funds Under Management. These individ
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