Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration
Our client is a boutique wealth management company offering affluent clients wealth planning strategies a driven Client Portfolio Analyst. This role supports Portfolio Managers in managing client investment investment portfolios by analysing client situations, mandates, and team preferences. Your close collaboration
Minimum requirements:
You will form part of the Client Onboarding and Restructures Team, which is a global team split across diverse remit, covering clients, products and trading markets across the globe. The Client Onboarding Manager for our client when communicating with their clients and external parties during the client take-on process for co-ordinating all aspects of institutional client transitions and proactively liaising with all parties Operations, Client Operations, Finance, Fund Operations, Investment and Implementation Teams and Client Group
sector, including but not limited to corporate clients, financial institutions, and other key stakeholders existing clients while actively seeking opportunities to upsell additional products and services. Conduct including marketing, product development, and customer service, to ensure seamless execution of business initiatives development roles within the banking or financial services industry, with at least 5 years of relevant experience experience. Strong understanding of banking products, services, and market dynamics in South Africa, particularly
The Client Relationship Consultant (CRC) is primarily responsible for establishing relationships through through engaging with prospective clients and existing clients. Through these engagements, the CRC will prospective clients' needs and infiltrating their existing client base for cross service/solution initiatives relationships with their existing client base through the implementation of various Client Relationship Audits (CRA) (CRA) to ensure high levels of client satisfaction thereby maintaining client retention ratios. The CRC is
exposure to multiple organisations and industries. The Client Relationship Consultant (CRC) is primarily responsible relationships through engaging with prospective clients and existing clients. Through these engagements, the CRC prospective clients' needs and infiltrating their existing client base for cross service/solution initiatives relationships with their existing client base through the implementation of various Client Relationship Audits (CRA) (CRA) to ensure high levels of client satisfaction thereby maintaining client retention ratios. The CRC is
The Client Relationship Consultant (CRC) is primarily responsible for establishing relationships through through engaging with prospective clients and existing clients. Through these engagements, the CRC will prospective clients' needs and infiltrating their existing client base for cross service/solution initiatives relationships with their existing client base through the implementation of various Client Relationship Audits (CRA) (CRA) to ensure high levels of client satisfaction thereby maintaining client retention ratios. The CRC is
responsibilities:
Pretoria East is seeking a dynamic and well spoken Client Support Specialist, as they cater to the Financial Afrikaans. Duties and responsibilities: Assisting clients over the phone as well as over email correspondence web-based software. Deliver exceptional service that exceeds the client' expectations Seeking proactive, innovative Support clients on a daily basis and should be proficient in both Afrikaans and English. Client centric centric approach when dealing with clients. Calm and well spoken. Good time and workflow management skills