Financial Relationship Manager Jobs in Umhlanga

Sandi Crowther Recruitment - Umhlanga

Making and confirming of appointments for the Wealth Specialist as well as ensuring they have the correct paperwork for all set appointments and all reviews Written and passed Representative (RE5) Exam... 20 000 + monthly bonuses based on KPI's

from: executiveplacements.com (+2 sources) - 23 days ago

Pronel Personnel - Umhlanga Rocks

Strong and fundamental understanding of Financial Markets, Securities and Financial Instruments being Equities, Fixed income, Bonds, Listed Property and Cash Instruments as well as local and foreign investment...

from: executiveplacements.com (+2 sources) - 26 days ago

Yates Recruitment - Umhlanga, Kwazulu Natal, South Africa

Client Relationship Specialists conduct client reviews with clients in order to assess the products they currently have while assessing their current needs and making recommendations where possible. CRS's...

from: pnet.co.za - 24 days ago

Isisekelo Recruitment - Umhlanga, Kwazulu Natal, South Africa

These individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill with these clients thereby understanding them and meeting their needs with the...

from: pnet.co.za - 24 days ago

Staff Solutions Recruitment - Durban

Promotes compliance with all relevant regulations and procedures to prevent fruitless, wasteful and irregular expenditure. Investigates unallocated receipts by liaising with the banks. Reports risks or...

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

Durban, KwaZulu-Natal, South Africa

CREDIT RISK ASSESSMENT : Assess the creditworthiness of new and existing clients. Set appropriate credit limits and terms for clients. Monitor changes in clients' financial situations that may impact credit...

from: jobleads.co.za - 4 days ago

Adapt IT (Pty) Ltd - Durban, KwaZulu-Natal, South Africa

· Monthly preparation and review of Board to BPC (Volaris reporting platform) recons and investigate differences and taking corrective action if required · Provide training and assistance to users of Board...

from: jobleads.co.za (+2 sources) - 8 days ago

Catch - 0000 Durban, South Africa

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition...

from: simplify.hr - More than 30 days ago

Catch Recruit - Westville, South Africa

Work closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning Partner in the financial planning process and proposition...

from: pnet.co.za - 17 days ago

The Recruitment Council - Durban

Investigation of new opportunities in an ever-changing environment (such as, but not limited to, technical investigations into new products/structures/processes) Assist administrators, clients and financial... 0

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