Management Consultant Pepsico Jobs in Umhlanga Rocks | 4

... Management 2024-05-10 - 2024-06-09 DUR003060 Admin, Office&Support Finance&Insurance Umhlanga. Completed RE5 and FSP licence with2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship ...

... Management 2024-05-10 - 2024-06-09 DUR003059 Admin, Office&Support Finance&Insurance Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to join ...

Attend to all existing client queries and requestsHandle, maintain, and track of all leads received by the Wealth SpecialistMaintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figuresLiaison with all clients allocated to the Wealth Specialist ...

Service existing clients, contact new leads and set up appointments for the Wealth Specialist. Handle and track all leads received, reconcile and submit daily recon template and daily figures. Prepare documents for appointments and reviews. Check deal packs, cover schedules and will applications ...