Du Dante Personnel Ultra Personnel Ashton Personnel Prosperitas Personnel West Coast Personnel Jobs in Umhlanga Rocks | 20

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team.Key responsibilities:Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist.Attending to all ...

... ultra-high net wealth private clients. Computer literate and technology savvy. Minimum Qualifications: Recognised FSCA tertiary qualification. If the employee has not been on an FSP license prior to their appointment with the employer, then they will have 6 years from date of first appointment ...

A well-established wealth specialist based in Umhlanga is seeking to employ a Client Relationship Officer to join their growing team. Key responsibilities: Contacting allocated qualified leads and setting up and closing appointments with potential clients for the Wealth Specialist. Attending to all ...

... and ProperMinimum 3 Years in Financial Planning RoleExcellent command of Microsoft Excel or related softwareExperience in working with Professionals and High Net worth clientsPrevious Book not a requirementDrivers License and Own Vehicle Consultant: Angela Heydenreich - Dante Personnel East ...

... ultra-high net wealth private clients.Computer literate and technology savvy.Minimum Qualifications:Recognised FSCA tertiary qualification. If the employee has not been on an FSP license prior to their appointment with the employer, then they will have 6 years from date of first appointment to ...