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Full Time No Experience Needed Jobs in Umhlanga Rocks, Kwazulu Natal

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Client Relationship Officer Umhlanga Rocks, South Africa

 Pronel PersonnelUmhlanga Rocks

contacted and followed up within the company's set time lines Maintenance, reconciliation and submission Specialist team as per company's set guidelines Full and proper use of the company's CRM package Making Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager 3-5 years experience in financial services with exposure to investments, sales, full needs analysis, Drivers License Preferred Qualifications: 5 years experience in the industry Post Grad Diploma and Financial


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Client Relationship Specialist

Umhlanga Rocks

contacted and followed up within the company's set time lines

  • Maintenance, reconciliation and submission team as per company's set guidelines
  • Full and proper use of the company's CRM package Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager compliant manner; conducting a full review taking into account full needs analysis and any changes in the fundamentals
  • Good understanding of various client needs and risk profile analysis tools and approaches used


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  • Debt Collection Agent Umhlanga

     NutunUmhlanga Rocks

    seeking experienced Collections Agents. This is a full-time on-site role located in Umhlanga for an Experienced Collection Agent . As a Debt Collection Agent, you will need to be assertive and persuasive, and have excellent legal advisors, etc. Desired Experience & Qualification Proven experience as a Debt Collection Agent


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    Client Specialist Umhlanga Rocks, South Africa

     Pronel PersonnelUmhlanga Rocks

    contacted and followed up within the company's set time lines Maintenance, reconciliation and submission Specialist team as per company's set guidelines Full and proper use of the company's CRM package XPlan Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager compliant manner; conducting a full review taking into account full needs analysis and any changes in the fundamentals Good understanding of various client needs and risk profile analysis tools and approaches used


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    Client Relationship Officer

    Umhlanga Rocks

    contacted and followed up within the company's set time lines

  • Maintenance, reconciliation and submission team as per company's set guidelines
  • Full and proper use of the company's CRM package Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager
  • 3-5 years experience in financial services with exposure to investments, sales, full needs analysis, Qualifications:

  • Client Relationship Specialist - Wealth Management

    Umhlanga Rocks  20 000 + monthly bonuses based on KPI's

    correctly and in full

  • Conducting client reviews in a FAIS compliant manner; conducting a full review taking taking into account a full needs analysis and any changes in the client circumstances
  • Achievement />
  • Client Relationship Officer Umhlanga

     Isisekelo RecruitmentUmhlanga Rocks

    clients thereby understanding them and meeting their needs with the products and services we offer. The CRO Specialist team as per the Company set guidelines. Full and proper use of the Company's CRM package. Making Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager years' experience in financial services with emphasis and exposure to investments, with experience in sales sales, conducting full needs analysis, financial planning and estates planning. Valid driver's license


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    Client Relationship Officer

     Isisekelo RecruitmentUmhlanga Rocks

    clients thereby understanding them and meeting their needs with the products and services we offer. The CRO Specialist team as per the Company set guidelines. Full and proper use of the Company's CRM package. Making Wealth Specialists are completed correctly and in full then submitted to the Regional Administration Manager years' experience in financial services with emphasis and exposure to investments, with experience in sales sales, conducting full needs analysis, financial planning and estates planning. Valid driver's license


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    Client Specialist Umhlanga

     Express Employment Professionals Durban NorthUmhlanga Rocks

    ensure that they are completed correctly and in full then submitted to the Regional Administration Manager compliant manner; conducting a full review taking into account a full needs analysis and any changes in and FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high


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    Client Relationship Specialist

     Express Employment Professionals Durban NorthUmhlanga Rocks

    ensure that they are completed correctly and in full then submitted to the Regional Administration Manager compliant manner; conducting a full review taking into account a full needs analysis and any changes in and FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high


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    Average Annual Salary

    for Full Time No Experience Needed jobs in Umhlanga Rocks, Kwazulu Natal
    R 278,000

    No. of Jobs added in the last week

    for this search.
    5