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Asset Allocation Management Jobs in Umhlanga Rocks, Kwazulu Natal

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Client Specialist Umhlanga

 Yates RecruitmentUmhlanga Rocks

services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They Company's market share in the area of Funds Under Management. These individuals build a trusting relationship responsible for the attainment of a Funds Under Management (FUM) target each month as part of the Wealth template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company's then submitted to the Regional Administration Manager for final checking. Assistance in attending to


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Client Relationship Specialist

 Yates RecruitmentUmhlanga Rocks

services all existing clients that form part of an allocated Wealth Specialist's team that they work for. They Company's market share in the area of Funds Under Management. These individuals build a trusting relationship responsible for the attainment of a Funds Under Management (FUM) target each month as part of the Wealth template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per the Company's then submitted to the Regional Administration Manager for final checking. Assistance in attending to


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