Client Relationship Manager Jobs in Brackenfell
The Recruitment Council - steenberg, Western Cape
Maintain and update the CRM system, ensuring accurate client information is captured. Advocate for optimal use of the CRM system for all client communications. 4-6 years of experience in the investment...
from: jobplacements.com - 7 days ago
The Recruitment Council - steenberg, Western Cape
Foster strong internal relationships across various departments, including the Investment Management and Fund Services teams. Collaborate with Performance and Technical Marketing teams to ensure excellent...
from: jobplacements.com - 7 days ago
Arvo - Bellville
They deliver on this purpose through five core values: Excellence, Integrity, Growth, Real Relationships, and Family. They strive to live these values every day and trust that these values will drive every...
from: executiveplacements.com - More than 30 days ago
CA Financial Appointments - Tokai
Established and successful stockbroking team seek a Client Relationship Manager to join their team. This role supports the BDM and CEO of this team, with coordination and client services support. Liaise...
from: jobplacements.com - More than 30 days ago
The Recruitment Council - stellenbosch, Western Cape
This individual assists in preparing complex reports and proposals for the Senior Wealth Manager. They develop review packs and provide performance updates for client portfolios, while also conducting...
from: jobplacements.com - 3 days ago
Stellenbosch, Cape Winelands, ZA
Research & Continuous Learning: The Wealth Analyst stays updated on financial products, funds, and best practices in wealth management, collaborating with risk specialists to address client needs and concerns... Market Related
from: adzuna.co.za - 3 days ago
The Recruitment Council - Stellenbosch, Western Cape
Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items. Proposal Development: Craft compelling proposals tailored to clients' unique financial... R 540 000 - R 780 000 Per Annum
from: executiveplacements.com - More than 30 days ago
The Recruitment Council - stellenbosch, Western Cape
Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items. Proposal Development: Craft compelling proposals tailored to clients' unique financial... R 540 000 - R 780 000 Per Annum
from: executiveplacements.com - More than 30 days ago
Edge Personnel - Somerset West, Western Cape
• Creating reports that include percentages / recycling numbers of clients, their feedback from the service ratings and as well as complaints and compliments • Adhere to the relevant systems / policies... 18000
from: jobslin.com - 3 days ago
Rentokil Initial - Claremont, Western Cape
Rentokil Initial believes in diversity and thus offers all employees opportunities and avoids discrimination in compliance with the Employment Equity Act. Our selection process will therefore give preference... 16,500
from: workable.com - 17 days ago