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Client Relationship Officer Umhlanga Rocks, South Africa
Pronel Personnel
Umhlanga Rocks
potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as the correct paperwork for all set appointments and all reviews. Checking of all deal packs, cover schedules qualification Written and passed RE5 exam Interested candidates are encouraged to apply for the role either directly
share this job on whatsappClient Specialist Umhlanga Rocks, South Africa
Pronel PersonnelUmhlanga Rocks
growing team. Key responsibilities: Attending to all existing client queries and requests timeously and of service. Handling, maintenance and tracking of all leads received by the Wealth Specialist team such daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as use of the company's CRM package XPlan Checking of all deal packs, cover schedules and will applications Wealth/Relationship Manager PGDFP qualification Interested candidates are encouraged to apply for the role either directly
Financial Advisor And Risk Consultant
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
Insurance Agent, etc. Preference will be given to candidates with a CFP RE5 is essential Have completed relevant specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include
Financial Risk Consultant Durban
Ultra Personnel : Pharmaceutical, Insurance, EngineeringDurban
Insurance Agent, etc. Preference will be given to candidates with a CFP RE5 is essential Have completed relevant specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include
Financial Advisor (risk Products) NEW
Durban
Monthly for FAIS purposes. Preference will be given to candidates with a CFP.
Financial Advisor (risk Products) NEW
HeadhuntersDurban
for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include
Financial Advisor Durban NEW
HeadhuntersDurban
for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include
Financial Advisor And Risk Consultant NEW
Durban
Monthly
Agent, etc.
Preference will be given to candidates with a CFP
RE5 is essential
Have completed
specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include
Risk Consultant Durban NEW
Catch RecruitDurban
specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. This will include for FAIS purposes. Preference will be given to candidates with a CFP. Have completed relevant class of
Imports Controller Durban
Kontak RecruitmenteThekwini
(Ocean) to join our clients' team. The ideal candidate will have a deep understanding of sea freight error-free delivery of import shipments, managing all functions within the department, and maintaining high standards of customer service. The ideal candidate will possess 3-5 years experience as a Import Controller (ocean) with a good working knowledge of all aspects of Sea freight Imports, including the Customs information on clients' business requirements Ensure all billing, reconciliation, and financial queries related
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