Wealth Manager

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

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.The successful candidate will be responsible for servicing existing private clients and providing first-class service to...

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. Check deal packs, cover schedules and will applications submitted by Wealth Specialists.Requirements:Relevant 3-year...

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. Check deal packs, cover schedules and will applications submitted by Wealth Specialists.Requirements:Relevant 3-year...

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. Check deal packs, cover schedules and will applications submitted by Wealth Specialists.Requirements:Relevant 3-year...

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 and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

R15 000.00 Basic + R10 000.00 KPI (per month)The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book.The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of...

R15 000.00 Basic + R10 000.00 KPI (per month)The Client Relationship Officer (CRO) first and foremost are responsible for the servicing of all our existing private clients that form part of the Wealth Team's allocated client book.The CRO provides first class service to all clients and as such maintain and increase the Company's market share in the areas of...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

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 and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

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 and professionally thereby offering the highest levels of service. Handling, maintenance and tracking of all leads...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team Key responsibilities:  Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist  Attending to all existing client queries and requests timeously and...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing teamKey responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist Attending to all existing client queries and requests timeously and...

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 and professionally thereby offering the highest levels of service.Handling, maintenance and tracking of all leads received by...

Wealth Management company based in Umhlanga is looking for a dynamic and articulate person to join their team as a Financial Planning Assistant. **Requirements**: - Matric and relevant tertiary qualification - Highly process driven and have excellent attention to detail - This support function to the planning team will require someone with excellent...

Who are we? Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who...

We are searching for Freelance Insurance Training Facilitators, based in Durban. The group of successful facilitators will provide a project-based service to our academy. These roles would be best suited to Facilitators with learnership experience. RESPONSIBILITIES: - Plan and update training schedules according to region’s expressed needs and budget. -...

**Job description**: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking...

**Job description**: The Administrative Assistant is responsible for performing general administrative duties, and maintaining care to existing, and prospective clients of the group. The responsible person should have a friendly disposition, and a methodical approach, to implement the office service model and procedures, to deliver a quality service to...