All Category Jobs in Umhlanga Rocks, Kwazulu Natal
- Umhlanga Rocks (53)
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- Last 7 days (5)
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 template and daily figures
- Liaison with all clients allocated to the Wealth Specialist team
- Making correct paperwork for all set appointments and all reviews
- Checking of all deal packs and will
subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
share this job on whatsappClient Specialist Umhlanga
Isisekelo RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
Client Relationship Specialist
Isisekelo RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth will include but not be limited to: Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such the correct paperwork for all set appointments and all reviews Checking of all deal packs and will applications subcategories on a Category 1 FSP license (can be under supervision for selected sub-categories): 1.3., 1.20
Client Specialist Umhlanga
Yates RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist
Yates RecruitmentUmhlanga Rocks
Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth they work for. They provide first class service to all clients and as such increase the Company's market actively incentivised in this regard. Attending to all existing client queries and request timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as
Client Relationship Specialist
Umhlanga Rocks
responsibilities:
- Attending to all existing client queries and requests timeously and service.
- Handling, maintenance and tracking of all leads received by the Wealth Specialist team such template and daily figures
- Liaising with all clients allocated to the Wealth Specialist team as company's CRM package XPlan
- Checking of all deal packs, cover schedules and will applications services
- Licensed for the following subcategories on a Category 1 License
- Class of Business training completed
Learnership Umhlanga Rocks, Durban
Santam Insurance - Head OfficeSouth Africa
Institute of South Africa (IISA) in the designation category of IISA Member (MIISA). OUR DESIRE At Santam it
Learnership Programme Stipend
Santam Insurance - Head OfficeSouth Africa
Institute of South Africa (IISA) in the designation category of IISA Member (MIISA). OUR DESIRE At Santam it
Hr Officer - Umhlanga, Kzn
Bidvest Insurance LimitedUmhlanga Rocks
skills combined with a strong attention to detail, all HR strategies and initiatives are aligned with the Partner as well as the business by ensuring that all statutory reporting and policy implementation and Programmes. Recruitment & Selection: Ensure all Job Specs within the business are reviewed regularly and selection process of all prospective staff. Manage the induction of all new employees into the business & Talent Development: Facilitate and implement all training requirements in line with the WSP and ATR
Hr Officer Umhlanga
Bidvest Insurance LimitedUmhlanga Rocks
skills combined with a strong attention to detail, all HR strategies and initiatives are aligned with the Partner as well as the business by ensuring that all statutory reporting and policy implementation and Programmes. Recruitment & Selection: Ensure all Job Specs within the business are reviewed regularly and selection process of all prospective staff. Manage the induction of all new employees into the business & Talent Development: Facilitate and implement all training requirements in line with the WSP and ATR
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