Investment Officer Client Relationship Manager

As an Investment officer you are to identify business opportunities and offer high interest Fixed Term Deposit and Investment solutions to clients. Develop, grow, and manage client relationship that will promote the financial interests of the institution. - Offering high interest Fixed Term Deposits and Investment solutions to clients and relationship...

Gauteng, Pretoria East - R 25 000 A company in the Financial Services Industry is seeking an Investment Officer to start as soon as possible. The purpose of the position is to develop and grow clients relationships that will promote the financial interests of the institution. As well to offer Investment solutions to clients **Minimum requirements**: -...

Isilumko Staffing (JHB) is seeking an experienced Client Relationship Manager to oversee key account relationships and drive sales growth. This role requires strong communication, negotiation, and strategic thinking skills.Job DescriptionDevelop and execute account plans to meet sales targets and enhance customer satisfaction.Collaborate with...

The Senior Investment Administrator is primarily responsible for performing after sales service to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the practice service model and procedures. The role needs excellent client...

Introduction A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities - Accurate, timeous and efficient implementation of the wealth management function as instructed by...

**Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

**Company Overview**People Dimension, a leading company in the wealth management and financial services sector, is seeking an experienced Investment Services Coordinator to join their team.We are based in Silverlakes, Pretoria, and we take pride in our commitment to excellence and customer satisfaction.**Job Description**As an Investment Services...

Job SummaryWe are seeking an experienced Senior Investment Portfolio Manager to lead our investment team in Pretoria or Bellville.This is a senior leadership role that requires a high level of expertise, strategic thinking, and exceptional communication skills. As a key member of the HR Genie team, you will be responsible for developing and implementing...

**Introduction** Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. **Role...

Introduction A leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team. Duties & Responsibilities Accurate, timeous and efficient implementation of the wealth management function as instructed by...

IntroductionA leading and well-established company withing the wealth management and financial services sector, based in Silverlakes, Pretoria is looking for an experienced Investment Administrator to join their dynamic team.Duties & ResponsibilitiesAccurate, timeous and efficient implementation of the wealth management function as instructed by relevant...

Job Description To identify Investment opportunities and grow the Bank's deposit book by either analysing existing client's requirement or by acquiring new clients in addition, offerings customers Investment solutions with the aim of ensuring that the bank is the client's primary banking institution. Hello Investment Specialist Welcome to FNB, the home of...

Why our people love working with us? Our company culture is fast and fun, we have monthly social events and team incentives, and we reward hard work and achievement with ad-hoc individual monetary incentives! Oh, and we offer a No Desk Cost commission structure! We have a very passionate training team that is always offering our consultants the best...

**Qualifications and Experience** A Bcom degree in Accounting, Finance or other business-related field. A Property Investment related degree will be advantageous. 4 or more years of experience in property investment/property finance structuring. Experience in auditing, banking and/or sales and marketing will be advantageous. **Skills &...

This role bridges clients and the investment team, driving business growth and fostering lasting relationships. The ideal candidate is strategic, proactive, and skilled at identifying opportunities to enhance market presence and grow assets under management (AUM).Key Responsibilities:Develop and execute strategies to grow the client base and increase...

**Job Classification** - Sales and Service- Career Stream- Sales - Leadership Pipeline- Manage Self: Operational - FAIS Affected**Job Purpose** - To provide essential - **support to the advisors and our clients**, in line with the - ** 6-step financial advice process,** whilst ensuring overall contribution for - **growth in revenue, profitability, and market...

Relationship Executive SME Evergreen Apply Location: Pretoria Time Type: Full time Posted on: Posted Yesterday Job Requisition ID: R-15969146 Empowering Africa’s tomorrow, together…one story at a time. With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family...

**Introduction** ***Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in...

The _**_European Invest_**_me_**_nt Bank_**_ (EIB) is the European Union’s bank. The EIB is seeking to recruit for its _**_EIB Global Directorate, Strategy and Partnerships Department (S&P), External Action Representation Division (EAR), ACP Unit (ACP)_**_, at its Regional Representation for Southern Africa & Indian Ocean in Pretoria, _an _**_External...

About The Job:We are seeking a highly skilled and experienced individual to join our team as the Head of Fixed Income. The successful candidate will be responsible for leading and managing a high-performing fixed income team, responsible for driving the development and management of fixed income investment strategies.Key Performance Indicators:To develop and...