Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications sub
experience as a Private Client Wealth / Relationship Manager, with experience in high and ultra-high
based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team
Manager for final checking.
Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.
Manager for final checking.
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Specialist role services all existing clients of the Company that form part of then submitted to the Regional Administration Manager for final checking. Assistance in attending to FSCA requirements. Experience as a Wealth/Relationship Manager, with experience in high and ultra-high
The Client Relationship Officer is responsible for the servicing of all existing clients. Contacting
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing all existing areas of Funds Under Management. These individuals build a trusting relationship with private wealth clients then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our areas of Funds Under Management. These individuals build a trusting relationship with our private wealth then submitted to the Regional Administration Manager for final checking. Assistance in attending to
The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our areas of Funds Under Management. These individuals build a trusting relationship with our private wealth then submitted to the Regional Administration Manager for final checking. Assistance in attending to