Client Manager Jobs in Hillcrest

Sydsen - Hillcrest

Please note that only candidates with the required experience will be considered and contacted. If you are not contacted within 14 days, kindly consider your application unsuccessful. Pursue continuous... 40 000 Monthly

from: jobplacements.com (+2 sources) - 6 days ago

Headhunters - Hillcrest

Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Monitoring the submission...

from: jobplacements.com (+1 source) - 18 days ago

Hillcrest, eThekwini, ZA

Check and ensure integrity of client data in the various company tools and CRMs. Financial Planning preparation & Client Reviews Complete the necessary training on the Companys preferred financial planning... Monthly

from: adzuna.co.za - More than 30 days ago

Headhunters - Hillcrest

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate)...

from: jobplacements.com (+2 sources) - More than 30 days ago

Headhunters - Hillcrest, eThekwini, ZA

Point. Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous attention... Monthly

from: adzuna.co.za (+2 sources) - More than 30 days ago

Isisekelo Recruitment - Umhlanga, Durban Metro 4019, South Africa

Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the Company's set timelines. A completed Postgraduate Diploma... 19999 - 20000 ZAR Per month

from: gohire.io - 14 days ago

DSV - KwaZulu-Natal, Pinetown, SA

Recruit appropriate team members and develop them through training and mentorship to ensure delivery in accordance with established best practice and continued career growth. To liaise with internal stakeholders... Not specified

from: mrjobs.co.za - More than 30 days ago

Catch Recruit - Westville, South Africa

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and Portfolio Manager are aligned and compliant to...

from: pnet.co.za - 4 days ago

Featherway Recruiting - Kloof, Kwazulu Natal, Gauteng, South Africa

Commercial Insurance Broker / Cleint realtionship manager / Business Development Manager Class of business for short term products R20 000 - R30 000 CTC & Commission R20 000 -R30 000 & Comm

from: pnet.co.za - 19 days ago

Ultra Personnel - Kloof

Collation of all clients related information (data discovery and fact find) and preparation of documentation for engagement between Financial Planner and client Arranging medicals for clients where required... 0

from: jobmail.co.za - 18 days ago