Latest Client Manager jobs in Hillcrest - JobisJob South Africa Mobile

15 Client Manager Jobs in Hillcrest

Financial Planning Partner Assistant 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... 8 days ago
Paraplanner 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)... 22 days ago
Paraplanner Headhunters (Head Office) - 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 More than 30 days ago
Financial Planning Partner Assistant 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 More than 30 days ago
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Financial Planning Assistant - KZN 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... More than 30 days ago
Paraplanner Montana Resourcing - Hillcrest, KwaZulu-Natal, South Africa Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential); SharePoint Graduate or 4-5 years' experience in the financial services industry. Financial Planning Administration Financial... Undisclosed More than 30 days ago
ParaPlanner PikUniq - Kloof The paraplanner is required to collaborate very closely with the financial planning partner and assistant, as well as liaising with the regional business development manager when necessary. Must pass the... R20000 - R25000 per month basic salary 23 days ago
Client Relationship Specialist 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 4 days ago
Financial Planning Assistant - KZN Ultra Personnel - Kloof, eThekwini, ZA Assisting Financial Planner at client events Function as a primary point of contact for clients thus strengthening client relationships Office Management Support the general office management including... Monthly 29 days ago
Manager - Pinetown 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 More than 30 days ago

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