Absa Wealth Jobs in South Africa - Page 5

Client Relationship Officer Umhlanga

 Isisekelo Recruitment

Umhlanga Rocks

existing private clients that form part of the Wealth Team's allocated client book. The CRO provides build a trusting relationship with our private wealth clients, fostering confidence and goodwill with qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they closing appointments with potential clients for the Wealth Specialist. Attending to all existing client queries maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted

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Client Relationship Officer

 Isisekelo Recruitment

Umhlanga Rocks

existing private clients that form part of the Wealth Team's allocated client book. The CRO provides build a trusting relationship with our private wealth clients, fostering confidence and goodwill with qualified leads sources. This focus allows for Wealth Specialists to be in front of clients, so they closing appointments with potential clients for the Wealth Specialist. Attending to all existing client queries maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted

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Customer Relationship Officer

 Yates Recruitment

Umhlanga Rocks

private clients of the companny that form part of the Wealth Team's allocated client book. The CRO provides individuals build a trusting relationship with private wealth clients, fostering confidence and goodwill with various qualified lead sources. This focus allows for Wealth Specialists to be in front of clients, so they closing appointments with potential clients for the Wealth Specialist. Attending to all existing client queries maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted

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Client Relationship Officer

Umhlanga Rocks

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship closing appointments with potential clients for the Wealth Specialist

Client Relationship Officer Umhlanga Rocks, South Africa

 Pronel Personnel

Umhlanga Rocks

Description A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines

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Investment Manager Stellenbosch

 Efficient Frontier Recruitment

Stellenbosch

A prominent Wealth Management firm is seeking an energetic young investment professional to join their understanding and some exposure to investment and wealth management, investment strategies, offshore and Analyst and the focus will be on assisting Senior Wealth Managers in managing a portfolio of clients, but personality and attitude to grow into a fully-fledged Wealth Manager over time. Key to this role is a sparkle markets, investment products, structuring, and wealth management strategies. Strong analytical and quantitative

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Client Specialist Umhlanga

 Isisekelo Recruitment

Umhlanga Rocks

existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct

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Client Relationship Specialist

 Isisekelo Recruitment

Umhlanga Rocks

existing clients that form part of an allocated Wealth Specialists team that they work for. These individuals trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth team's daily recon template and daily figures Making Making and confirming of appointments with the Wealth Specialist as well as ensuring they have the correct

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Client Specialist Umhlanga Rocks, South Africa

 Pronel Personnel

Umhlanga Rocks

Description A well-established wealth specialist based in Umhlanga is seeking to employ an experienced maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full

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Client Specialist Umhlanga

 Yates Recruitment

Umhlanga Rocks

existing clients that form part of an allocated Wealth Specialist's team that they work for. They provide build a trusting relationship with the private wealth clients, fostering confidence and goodwill with Management (FUM) target each month as part of the Wealth Specialist's team and are actively incentivised maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily

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