Relationship Manager: Private Clients

**Relationship Manager: Private Clients (Dedicated)** - Requisition Number-133484- Closing Date-01 May 2024- Location-PlatteKloof- Job Family- Sales And Services - Career Stream- Relationship Management - Leadership Pipeline- Manage Self: Professional - FAIS Affected- FAIS Affected - Yes**Job Purpose** - To deliver banking solutions to clients by...

Job Description Hello future Private Clients Advisor Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. Now’s the time to imagine your potential in a team where experts come together and ignite effective change. Are you someone who...

This role involves close contact with private high net worth clients, both existing and new. The incumbent will act as a Key Financial Adviser for UHNW clients on both balance sheet and risk management and governance. If you meet the following requirements, this may be for you: - Relevant professional Finance Services Industry Experience (5 years) -...

Job Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles. Hello future Affluent Client...

**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...

OVERALL PURPOSEThe 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...

OVERALL PURPOSEThe 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...

**Requirements & Qualifications**: - Diploma/ Degree in an IT related field would be advantageous. - 3 years minimum experience in role - Strong product knowledge in hard/software, peripherals, and enterprise servers - Strong Excel knowledge and skills - Strong communication skills, both verbal and written - Ability to multi-task and prioritise - Thrive in...

Company Description Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa - products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee...

Unique opportunity to join a well-established family owned business as a **Client Relationship Manager**. The business has a niche **Quantitative Risk product** offering into the asset manager industry. **More about the role**: - The role has a **primary** focus of Customer Success / Client Relationship Management. With a **secondary** focus into the...

Functions:Responsible for building a network in the Western Cape, amongst High Networth Individuals & Institutions and cultivate relationships of trust Responsible for being able to source deals Provide transaction structuring input and guidance to investment teams, in order to structure transactions in the manner that will be the most desirable to clients ...

Job Description To assist in proactively managing a portfolio of affluent clients with a team of Private Bankers through provision of analysis, research, sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. Hello...

Job Description To assist in proactively managing a portfolio of FNB Private Wealth Clients with a team of Private Wealth Advisors through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder...

The team is at the forefront of managing and providing oversight over the financial operations of our client’s global private markets business of private credit and infrastructure funds. This is an innovative and dynamic environment where every day brings new challenges and opportunities. In this role you will:Work alongside the Portfolio Managers,...

The team is at the forefront of managing and providing oversight over the financial operations of our client’s global private markets business of private credit and infrastructure funds. This is an innovative and dynamic environment where every day brings new challenges and opportunities. In this role you will:Work alongside the Portfolio Managers,...

Our client, a leading global asset management company has been investing in private and opportunistic credit, launching 20 vintages. Their private markets platform includes emerging market (EM) infrastructure debt and has been expanding to target diversified investments across less crowded markets. Strategies include EM impact and infrastructure financing,...

Our client, a leading global asset management company has been investing in private and opportunistic credit, launching 20 vintages. Their private markets platform includes emerging market (EM) infrastructure debt and has been expanding to target diversified investments across less crowded markets. Strategies include EM impact and infrastructure financing,...

Our client, a leading global asset management company has been investing in private and opportunistic credit, launching 20 vintages. Their private markets platform includes emerging market (EM) infrastructure debt and has been expanding to target diversified investments across less crowded markets. Strategies include EM impact and infrastructure financing,...

Our client, a leading global asset management company has been investing in private and opportunistic credit, launching 20 vintages. Their private markets platform includes emerging market (EM) infrastructure debt and has been expanding to target diversified investments across less crowded markets. Strategies include EM impact and infrastructure financing,...

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 offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job...