- Attending to all existing client queries and requests timeously and professionally thereby offering the highest levels of service.
- Handling, maintenance and tracking of all leads received by the Wealth Specialist team such that these leads are contacted and followed up within the company's set time lines
- Maintenance, reconciliation and submission of the Wealth Specialist team's daily recon template and daily figures
- Liaising with all clients allocated to the Wealth Specialist team as per company's set guidelines
- Full and proper use of the company's CRM package XPlan
- Checking of all deal packs, cover schedules and will applications submitted by Wealth Specialists are completed correctly and in full and then submitted to the Regional Admin Manager for final checking.
- Attending to any outstanding requirements to complete a deal
- Understanding of company products
- Ensure company is always compliant with the regulations of the FSCA and FAIS Act
- Conducting client reviews in a FAIS compliant manner; conducting a full review taking into account full needs analysis and any changes in the client circumstances
- Achievement of targets set by the company and it's targets and deliverables
- 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 schemes.
- Good understanding of local and global economic fundamentals
- Good understanding of various client needs and risk profile analysis tools and approaches used to meet client's varying financial objectives
- Rapid learning ability to understand and grasp the company's business model and the products and services offered within the group
- A honed sakes 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
- 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 successfully complete a recognized qualification.
- Post Grad Diploma in Financial Planning
- Completed RE5
- FSP license as a representative giving advice and providing intermediary services
- Licensed for the following subcategories on a Category 1 License
- Class of Business training completed as per company and FAIS requirements
- 2-5 years' experience as a Private Wealth/Relationship Manager, with experience in high and ultra high net wealth advisory and planning, financial planning and estates planning.
- Valid Drivers License
- 5-10 years' experience as a Private Wealth/Relationship Manager
- PGDFP qualification
-
Specialist: Landlord Relationships
1 week ago
Vodafone Umhlanga, South Africa**Role purpose**: · To provide administrative support to TowerCo's Property Management Department by processing applicable documentation to ensure that rental and electricity consumption payments are made timeously and to liaise with landlords, electricity providers and other thi ...
-
Client Relationship Specialist
2 weeks ago
Sandi Crowther Recruitment Umhlanga, South AfricaUmhlanga. Completed RE5 and FSP licence with 2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship Specialist position with bespoke concern within the Wealth Management industr ...
-
Client Relationship Specialist
1 week ago
Sandi Crowther Recruitment Umhlanga, South AfricaAttend to all existing client queries and requests · Handle, maintain, and track of all leads received by the Wealth Specialist · Maintenance, reconciliation and submission of the Wealth Specialist teams daily recon template and daily figures · Liaison with all clients allocat ...
-
Client Relationship Specialist
2 weeks ago
Isisekelo Recruitment Umhlanga, South Africa Full timeThe Client Relationship Specialist (CRS) role services all existing clients that form part of an allocated Wealth Specialists team that they work for. · These individuals build a trusting relationship with the Company's private wealth clients, fostering confidence and goodwill w ...
-
Customer Relationship Management Specialist
2 weeks ago
Entecom KZN Durban, South AfricaThis is a 5-hour work day position. With 4 hours required in the morning, worked from either home or office and 1 hour in the afternoon, worked from home. Our company is a training and consultancy business in the food industry. · You will be responsible for establishing and maint ...
-
Client Relationship Specialist
1 week ago
Pronel Personnel Umhlanga Rocks, South AfricaA well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team. · Key responsibilities: · Attending to all existing client queries and requests timeously and professionally thereby offering th ...
-
Specialist - Working Capital Solutions
3 weeks ago
Absa Bank Limited Umhlanga, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Specialist : Transactional Banker
3 weeks ago
Absa Bank Limited Umhlanga, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Bcom Graduate
3 weeks ago
Dixie Recruitment Umhlanga, South AfricaAn asset and wealth management company based in Umhlanga are seeking a confident Revenue/Commission Specialist. This is an exciting opportunity to kick-start your career in the financial services industry. · **Minimum Requirements**: · - BCom degree · - Management Accounting / Bu ...
-
Asset Finance Specialist
1 week ago
Absa Bank Limited Umhlanga, South AfricaEmpowering Africa's tomorrow, together one story at a time. · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to re ...
-
Regional Manager Trade and Working Capital Sales
2 weeks ago
Absa Bank Limited Umhlanga, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
People Partner: Relationship Banking Umhlanga
2 weeks ago
Absa Bank Limited Umhlanga, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Claims Consultant
2 weeks ago
Pro Stop Recruitment Services Umhlanga, South AfricaDisplay a clear understanding for effective Claims processing. · - Demonstrate a clear understanding and execution of customer complaints and · Resolutions, management of claims within the regulated agreements by regulatory boards · - Can plan, communicate, solve problems, and ca ...
-
Legal Consultant: connect: Umhlanga Re-run
3 weeks ago
Sanlam Umhlanga, South AfricaWho are we? · Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a ...
-
Paraplanner:high Performance Centre: connect:
3 weeks ago
Sanlam Umhlanga, South AfricaWho are we? · Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a ...
-
Business Development Executive
2 weeks ago
Ikusasa Recruitment Group Umhlanga, South AfricaWe are looking for Business Development Executives for the insurance industry Personal lines who are committed, driven, results oriented advisers who are able to work on their own as well as in a team environment writing business in accordance with targets laid down Business Deve ...
-
Specialist: Landlord Relations
1 week ago
Vodafone Umhlanga, South Africa**.**: · **When it comes to creating a place where everyone is welcome, we're number 1.** · The number 1 Top Employer in South Africa. · Certified by the Top Employer Institute 2024. · **Role Purpose/Business Unit**: · - To manage Landlord relationships, end to end within MAST · ...
-
Recruitment and Selection Consultant:
2 weeks ago
Sanlam Umhlanga, South AfricaWho are we? · SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independen ...
-
Legal Consultant
3 weeks ago
5th Dimension Consulting Umhlanga, South AfricaJun 6, 2023 | Financial Products Sales, Financial Services, Legal Consultant, Life Insurance · **Job Role** · - Responsible for rendering pro-active specialist Legal Technical advice and Support to the relevant regions. · - Stakeholders/clients will include Managers, Broker/Sales ...
-
Content Specialist
2 weeks ago
BET Software Umhlanga, South Africa**We Want You**: · We are looking for a smart and creative **Content Specialist** to guide and develop our brand's content creation. The successful individual will be responsible for researching content and consumer trends and developing content for a variety of our communication ...
Client Relationship Specialist - Umhlanga, South Africa - Pronel Personnel
Description
A well-established wealth specialist based in Umhlanga is seeking to employ an experienced Client Relationship Specialist to join their growing team.
Key responsibilities:
Knowledge and Skills Required:
Minimum Qualifications:
Preferred Qualifications:
Interested candidates are encouraged to apply for the role either directly online or by sending their application through to
Kindly note, our consultants receive more than 300 applications daily, it is not physically possible for us to regret everyone. If you do not hear back from a consultant within working days, please consider your application unsuccessful this time around. We appreciate your understanding in this regard