Client Relationship Specialist - Wealth Management
Sandi Crowther Recruitment - Umhlanga, KwaZulu-Natal
Attend to all existing client queries and requests Handle, maintain, and track of all leads received by the Wealth Specialist Maintenance, reconciliation and submission of the Wealth Specialist team’s daily recon template and daily figure...
May 12
Customer Relationship Officer - Wealth Management
Sandi Crowther Recruitment - Umhlanga, KwaZulu-Natal
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....
May 12
Client Relationship Specialist
Pronel Recruitment - Umhlanga, KwaZulu-Natal
A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team. Key responsibilities: Attending to all existing client queries and requests timeously ...
May 9
Client Relationship Specialist - Wealth Management
Sandi Crowther Recruitment - Umhlanga, KwaZulu-Natal
Umhlanga. Completed RE5 and FSP licence with 2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke conc...
May 12
Customer Relationship Officer - Wealth Management
Sandi Crowther Recruitment - Umhlanga, KwaZulu-Natal
Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to join their team of professionals. ...
May 12