Jobs 1 to 4 of 4
Ultra Personnel
Durban
Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility fo...
Executiveplacements.com 2 days ago
Sponsored Job
Accountancy Placements Pietermaritzburg
Durban
Responsibilities:Portfolio management administrationSupporting the portfolio managers with general office management tasks (diary management, marketing material etc.)Implementation of the Client services experience and acting as the point of contact for the ClientsOperational support (administrative...
Executiveplacements.com 2 days ago
Sponsored Job
Accountancy Placements Pietermaritzburg
Durban
Responsibilities:Recording Client’s data on the company's internal CRMProviding operational support for portfolio managers and Client Relationship managersClient management and marketing supportFinancial planning, preparation and Client reviews Requirements4-5 years in the financial servi...
Jobplacements.com 5 days ago
Sponsored Job
The Recruitment Council
Durban
Our Client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth Clients. This role involves comprehensive wealth planning, strong Client Relationship management, and the ability to drive the financial planning practice within the business.Key Responsibiliti...
Jobplacements.com 45 days ago
Sponsored Job
Ultra Personnel
Durban
Qualifications and ExperienceMinimum of 5 years in the financial services industry is requiredRelevant tertiary education or coursesPurpose of the RoleThe Client Relationship Manager is required to provide a technical support service to the Portfolio Manager(s). The incumbent takes responsibility fo...
Executiveplacements.com 2 days ago
Accountancy Placements Pietermaritzburg
Durban
Responsibilities:Portfolio management administrationSupporting the portfolio managers with general office management tasks (diary management, marketing material etc.)Implementation of the Client services experience and acting as the point of contact for the ClientsOperational support (administrative...
Executiveplacements.com 2 days ago
Accountancy Placements Pietermaritzburg
Durban
Responsibilities:Recording Client’s data on the company's internal CRMProviding operational support for portfolio managers and Client Relationship managersClient management and marketing supportFinancial planning, preparation and Client reviews Requirements4-5 years in the financial servi...
Jobplacements.com 5 days ago
The Recruitment Council
Durban
Our Client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth Clients. This role involves comprehensive wealth planning, strong Client Relationship management, and the ability to drive the financial planning practice within the business.Key Responsibiliti...
Jobplacements.com 45 days ago
