Client Liaison Specialist: Investments

About Numeral Financial Services Group">We are a dynamic financial services company looking for an outgoing and enthusiastic individual to join our team as a part-time Client Liaison Specialist.">Key Responsibilities:">">Represent the company at events, online, and in the community to promote our brand values.">Engage with potential customers through...

Job Overview: We are seeking a highly skilled Portfolio Management Liaison Specialist to join our team at Catch Recruit. This role will be responsible for providing exceptional client service and support to our portfolio managers and clients. About the Role: As a Portfolio Management Liaison Specialist, you will play a critical role in ensuring the smooth...

**Job Title: Personal Assistant/Client Liaison** **Company**: High-End Mirror Manufacturing Company **Location**: Durban **Overview**: **Responsibilities**: **Client Facing**: - Act as the primary point of contact for both new and existing Arkivio clients. - Guide clients through the entire Arkivio client journey, from onboarding to final delivery and...

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...

**Job Classification** - Requisition: 136074- Role: Client Liaison Specialist: Banking (KZN)- Closing Date: 26 September 2024- TA: Nozi Masabalala- Division: Nedbank Private Wealth- Employment Equity Statement: Preference will be given to individuals from underrepresented groups.- Job Family- Sales and Service- Career Stream- Sales- Leadership Pipeline-...

**APPLICATIONS ARE INVITED FROM INTERESTED PERSON(S) FOR THE UNDER MENTIONED POST. THE ADVERT IS OPEN TO EXTERNAL CANDIDATES THROUGH THE DUT WEBSITE AND LINKEDIN** **Finance and Procurement: Financial Management** **Post: Specialist Investment (Ref: 20001499)** **Minimum requirements**: - Bachelor’s Degree in Finance, Accounting, investment management...

**REQUIREMENTS** Matric & tertiary education in Business Administration, Marketing or Sales Min 5 years proven Key Account Manager experience Fashion wholesales industry experience Advantageous Excellent communication, interpersonal and negotiation skills Exceptional us of written and spoken English language Extremely well presented, groomed with...

Great opportunity to join an **Asset Manager **in **Durban **as a **Client Relationship Consultant**. This is an EE designated opportunity. As part of the Client Relationship team, some responsibilities include: - Provide support and assistance with all products, services and processes - Relay feedback received from clients, financial advisors, and the...

Our client is a Government owned financial institution and they seek to appoint the Post Investment Associate to be based at their KZN regional office in Durban. This post is graded a notch below the traditional Specialist position within the public sector and renumerated within the appropriate scale. **JOB PURPOSE** The primary role is to conduct post...

About This OpportunityAs a Coastal Clinic Liaison Specialist at Dis-Chem Pharmacies, you will play a crucial role in supporting pharmacists with translating emerging developments and policies into practice for clinics. With your expertise, you will conduct regular clinic visits to identify operational improvement areas and consolidate pharmacy reports for...

2years - Verify the positive identification of the client - Provide correct and accurate advice to clients on products; premiums (monthly); beneficiaries; payments (school fund, loans; life assured on policy; (TCF) - Make notes on the system - Provide assistance on demutualization inquiries - Advise the client of the process and disadvantages of...

**Finance ~ Banking** **Durban** ***: **Investment Execution Specialist - Durban** **Contract Position** **Market Related Salary** Our Client is looking for someone who is highly experienced and suitably qualified to assist with deal execution on a temporary basis. Responsible for sourcing and screening investment opportunities, executing and closing...

Job Title: Senior Investment AdministratorAt Absa Group Limited, we are seeking a highly skilled and experienced Wealth Investment Administrator to join our team. This role is an excellent opportunity for someone who is passionate about finance and administration to work with our clients and help them achieve their investment goals.About the Role:As a Senior...

Durban Human Resources 40 hours **Description of** **this vacancy**: Start your career as an IR & Community Liaison Specialist at Vopak and contribute to social themes such as energy security and energy transition. We offer you a working environment that is safe and pleasant and where equality, diversity and satisfaction are of paramount importance. As...

About the RoleThis Investment Management Specialist position at The Recruitment Council offers a unique opportunity to make a significant impact in the financial planning sector, fostering lasting relationships and helping clients navigate their financial journeys.We are seeking a highly motivated individual with a minimum of 5 years in a financial advisory...

2years - Understand, execute and manage intermediary services as defined by the FAIS act. - Prepare reports and correspondence, typing, data capturing and CRM; - Liaison with service providers, instructions to and management of their execution; - Keeping and execution of minutes, in meetings, conference calls or in client consultation; - Review and maintain...

A Financial Service Provider based in Hilcrest Kwazulu Natal, is currently looking for an experienced and qualified Administrator, who will assist the Wealth Manager with the presales administration process, the product implementation administration process, and the post administration process. This involves working with various insurance companies, clients...

Our retail client that specialises in the fast-food industry is seeking an experience **Talent Acquisition Specialist** to join their team in Riverhorse Valley, Durban. **Purpose of the job**: Provide direction, partner with and enable management through the development and implementation of frameworks, innovation and best practice regarding the resourcing...

**PURPOSE OF THE JOB** To support the sales team by acting as the client liaison relating to orders, promotions and pricing. **KEY RESPONSIBILITIES** - Initiating contact with customers to confirm orders where relevant sales rep is unable to do so - Ensure that orders are executed promptly and accurately when receiving orders from customers - Keep...

**PURPOSE OF THE JOB** To support the sales team by acting as the client liaison relating to orders, promotions and pricing. **KEY RESPONSIBILITIES** - Initiating contact with customers to confirm orders where relevant sales rep is unable to do so - Ensure that orders are executed promptly and accurately when receiving orders from customers - Keep...