Wealth Specialist Jobs in South Africa
- Western Cape (6)
- Kwazulu Natal (6)
- Gauteng (4)
- Accounting / Finance (20)
- Sales (2)
- Robert Walters (5)
- Isisekelo Recruitment (4)
- Pronel Personnel (2)
- Yates Recruitment (2)
- Srg Recruitment Ltd. (1)
Client Relationship Specialist - Wealth Management
Umhlanga Rocks
20 000 + monthly bonuses based on KPI's the Wealth Specialist
share this job on whatsappClient Relationship Specialist (wealth Manager Hnw) Market Related
Srg Recruitment Ltd.South Africa
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years direct experience in a similar position, with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge of Financial Markets, Securities and Financial In
Client Relationship Officer
Umhlanga Rocks
A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship appointments with potential clients for the Wealth Specialist
Client Relationship Officer Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
Description A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship appointments with potential clients for the Wealth Specialist Attending to all existing client queries and and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines Full
Client Relationship Officer Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign appointments with potential clients for the Wealth Specialist. Attending to all existing client queries and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines. Full
Client Relationship Officer
Isisekelo RecruitmentUmhlanga Rocks
qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they can sign appointments with potential clients for the Wealth Specialist. Attending to all existing client queries and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company set guidelines. Full
Client Relationship Specialist
Umhlanga Rocks
A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and ce, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures
Customer Relationship Officer - Wealth Management
Umhlanga Rocks
15 000 basic + monthly bonuses based on KPI's
new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile
schedules and will applications submitted by Wealth Specialists.
Requirements:
- Relevant
Client Specialist Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
Description A well-established wealth specialist based in Umhlanga is seeking to employ an experienced and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines Full schedules and will applications submitted by Wealth Specialists are completed correctly and in full and then
Client Specialist Umhlanga
Yates RecruitmentUmhlanga Rocks
existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide first Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised in this and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaison with all clients allocated to the Wealth Specialist team as per the Company's set guidelines.
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