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25.08.2024
Client Relationship Officer
Umhlanga Rocks
... sales, full needs analysis, financial planning and estate planning. Valid Drivers License. Preferred Qualifications: 5 years experience in the industry. Post Grad Diploma in Financial Planning or studying towards the qualification. Written and passed RE5 exam. Interested candidates are ...
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Pronel Personnel
25.08.2024
Client Relationship Specialist
Umhlanga Rocks
... sales technique allowing for the individual to interact, sell and develop personal relationships with a mature demographic of high and ultra-high net wealth private clients. Computer literate and technology savvy. Minimum Qualifications: Recognised FSCA tertiary qualification. If the employee ...
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Pronel Personnel
Yesterday
Client Relationship Officer
Umhlanga Rocks
... sales, full needs analysis, financial planning and estate planning.Valid Drivers License.Preferred Qualifications:5 years experience in the industry.Post Grad Diploma in Financial Planning or studying towards the qualification.Written and passed RE5 exam.Interested candidates are encouraged to ...
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Pronel Personnel
09.08.2024
Adviser Life SPM (FAIS)
Umhlanga Rocks
... Sales Target: Proactively make self-initiated contact with customers in order to deliver against the required sales targets. Customer Engagement: Do activity planning by identifying the clients to be contacted during a particular period. Compliance and Risk Management: Fulfil all activities in ...
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Absa Group
Yesterday
Relationship Executive - Public Sector
Umhlanga Rocks
... group.Job SummaryOptimise the profit and economic value of portfolios of Premium Business key account clients requiring high complexity commercial banking requirements by focusing: a) origination efforts to acquire new clients; b) cross-sell to existing client base; c) coverage efforts to ...
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Absa Group
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