Wealth Investments Client Liaison

2 weeks ago


George, South Africa nedbank Full time

A leading financial services provider in George is seeking a Client Service Officer to support Wealth Managers. The role requires performing portfolio reviews, financial projections, and managing client relationships to meet business goals. Ideal candidates will have a Grade 12 certificate and a Bachelor’s degree in Commerce or similar, along with 3 years of relevant experience. This is an on-site position that emphasizes building strong client relationships and compliance with banking standards.#J-18808-Ljbffr



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