Wealth Client Relationship Manager

Are you a detail-driven administration professional passionate about delivering exceptional client service in Wealth Management? We're looking for a dynamic Wealth Management Associate (WMA) to join our team and become an administrative partner to one of our experienced Wealth Managers.About the role:As a Wealth Management Associate, you'll play a pivotal...

Succeed as a Private Wealth Advisor by delivering exceptional experience and education to RMB clients on basic wealth creation, accumulation, and protection tactics. Key responsibilities include achieving revenue and profit targets, identifying opportunities for revenue growth, and providing banking and financial solutions.Key Responsibilities and...

Cross Wealth Financial Services is seeking an experienced Wealth Management Professional to join our team!Company Description:Cross Wealth Financial Services is a leading provider of risk management solutions to individuals and families. Our team of experts works closely with clients to develop customized financial strategies that cater to their unique...

Job title: Wealth Management Associate (Administration)Job Location: Western Cape, Cape TownDeadline: April 18, 2025About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring compliance. You will act as a vital support partner, allowing the...

Job title : Wealth Management Associate (Administration)Job Location : Western Cape, Cape TownDeadline : April 18, 2025Quick Recommended LinksJobs by Location Job by industries About the role:As a Wealth Management Associate, you'll play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Client Relationship Manager page is loadedClient Relationship ManagerApply locations Cape Town - South Africa time type Full time posted on Posted 30+ Days Ago job requisition id REQ-11622Role DescriptionThe Client Service Relationship Manager is responsible for servicing and supporting some of the firm's largest investment intermediaries by building and...

Role DescriptionThe Client Service Relationship Manager is responsible for servicing and supporting some of the firm's largest investment intermediaries by building and preserving trusted partnerships. The Client Service Relationship Manager will serve as the primary advocate for all interactions between FNZ and the investment intermediaries. The candidate...

Role Description Specific Role Responsibilities - Become a reliable point of contact for relationships and establish a strong business relationship. - Develop open and effective channels of communication with each relationship. - Coordinate internal stakeholders and determine the best utilization of resources to increase customer satisfaction. - Communicate...

Job DescriptionThis is a highly sought-after opportunity for a senior client relationship manager to lead a team of professionals in our Wealth Advisory division. As a trusted advisor to high net worth clients, you will be responsible for developing and implementing tailored financial strategies, ensuring optimal results, and fostering lasting...

**OVERALL PURPOSE** The role requires one to manage a book of Ultra High Nett-Worth clients and be the primary contact for client families and co-ordinate their overall affairs and engagement with the Company. It will involve close and regular interaction with clients and third parties of the Group as well as with internal departments and business...

Overview Seeking an experienced, highly motivated, proactive and articulate individual to join a growing team. As intermediary between the broker network and the operations team, the Client Relationship Manager will manage the ongoing interaction with brokers while retaining, renewing and building relationships. The Client Relationship Manager may...

About:A multi-jurisdictional provider of Private Placement Life Insurance (PPLI) solutions, offering sophisticated, wealth planning strategies for ultra-high-net-worth individuals (UHNWIs) worldwide. As a direct insurer, the client works closely with a well-established 3rd party broker network to deliver customized insurance solutions.OverviewSeeking a...

The ideal candidate for this role will have 3-5 years of experience in financial planning support or administration, with a strong understanding of FAIS, FICA, and the financial services environment. They will also possess strong computer literacy, high attention to detail, and excellent organizational and planning skills.ResponsibilitiesProvide full...

Key Responsibilities: Broker Relationship Management: Serve as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market our policies. Sales Support: Assist brokers in presenting insurance solutions to their clients. Intermediary Role: Providing feedback to, and ongoing...

We are seeking an experienced Paraplanner to join our team at FSP Wealth.The successful candidate will be responsible for providing support to financial advisors by preparing and maintaining client files, conducting research on financial products, and drafting financial reports.About the RoleThis is a full-time on-site role located in...

Key Responsibilities:Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies.Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers clients.Intermediary...

Administrative Associate OpportunityWe are seeking a highly organised and detail-driven Administrative Associate for Wealth Managers to join our team at Private Client Holdings. As a key support partner, you will play a pivotal role in enhancing the client experience by handling operational tasks, managing deadlines, and ensuring...

Responsibilities:Relationship Management: Support the Senior Client Relationship Manager as the primary point of contact for brokers, providing continuous support and addressing inquiries, ensuring brokers can successfully market policies.Sales Support: Assist the Partner Services Manager in presenting insurance solutions to brokers' clients.Intermediary...

We are seeking a highly motivated individual to join our Wealth Management team as a Wealth Management Specialist. In this role, you will work closely with our clients to create personalized wealth management plans that align with their financial objectives.As a Wealth Management Specialist, you will possess a comprehensive understanding of investment...

At Structured Wealth Solutions, we are seeking a highly motivated and results-driven broker agent to join our team for CAPITAL LEGACY. This is an excellent opportunity for individuals who possess exceptional sales skills and a passion for the financial services industry.Key Responsibilities:The ideal candidate will have a valid driver's license and own...