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Financial Advisor

Durban

Overview:

Our client, a leading Private Bank and Wealth Manager catering specifically for on both life risk and investments products to Private Bank clients in accordance with FAIS legislation will be sourced through Private Bank Marketing or by referrals from the Private Bankers directly

  • Build directly
  • Build and maintain close relationships with Private Bankers and keep them informed in all activities support
  • Ensure credibility with clients and Private Bankers through professionalism and demonstration


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  • Client Relationship Specialist

    Umhlanga Rocks

    demographic of high and ultra-high net wealth private clients.

  • Computer literate and technology requirements
  • 2-5 years' experience as a Private Wealth/Relationship Manager, with experience in

  • Client Specialist Umhlanga Rocks, South Africa

     Pronel PersonnelUmhlanga Rocks

    demographic of high and ultra-high net wealth private clients. Computer literate and technology savvy and FAIS requirements 2-5 years' experience as a Private Wealth/Relationship Manager, with experience in Preferred Qualifications: 5-10 years' experience as a Private Wealth/Relationship Manager PGDFP qualification


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    Customer Relationship Officer Umhlanga

     Yates RecruitmentUmhlanga Rocks

    are responsible for the servicing all existing private clients of the companny that form part of the Wealth individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill


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    Client Specialist Umhlanga

     Isisekelo RecruitmentUmhlanga Rocks

    build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill abovementioned Exam. 2-5 ears experience as a Private Client Wealth/Relationship Manager, with experience


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    Client Relationship Officer Umhlanga

     Isisekelo RecruitmentUmhlanga Rocks

    responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill


    Whatsapp button share this job on whatsapp

    Client Relationship Officer

     Isisekelo RecruitmentUmhlanga Rocks

    responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated individuals build a trusting relationship with our private wealth clients, fostering confidence and goodwill


    Whatsapp button share this job on whatsapp

    Customer Relationship Officer

     Yates RecruitmentUmhlanga Rocks

    are responsible for the servicing all existing private clients of the companny that form part of the Wealth individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill


    Whatsapp button share this job on whatsapp

    Client Relationship Specialist

     Isisekelo RecruitmentUmhlanga Rocks

    build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill abovementioned Exam. 2-5 ears experience as a Private Client Wealth/Relationship Manager, with experience


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    Client Relationship Specialist - Wealth Management

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

    ments: