Client Liaison Manager jobs in George

A leading financial institution in George is seeking an Investment Portfolio Manager to oversee client investments aligning with agreed mandates. The role involves conducting thorough market analyses, enhancing service delivery processes, and establishing key stakeholder relationships to drive revenue growth. Ideal candidates will possess required certifications and relevant financial analysis...

A financial services company based in George is looking for an Investment Portfolio Manager to manage client investments and contribute to growth strategies. You will be tasked with analyzing financial data, building client relationships, and ensuring service excellence. Ideal candidates should have relevant qualifications and experience in investment analysis and market trends. This is a...

A leading financial institution in George seeks an Investment Portfolio Manager to manage client investments and enhance revenue growth. The ideal applicant should have strong analytical and relationship-building skills, and proficiency in financial management practices. Responsibilities include developing budgets, conducting market analysis, and ensuring high-quality service delivery. This...

A leading financial institution in South Africa seeks an Investment Portfolio Manager. In this role, you will manage client investments while providing valuable financial insights and analysis. You will engage with fellow professionals and clients, focusing on delivering exceptional service and identifying growth opportunities. Ideal candidates hold FAIS, RE certifications and possess a solid...

A leading financial services company in South Africa is seeking an Investment Portfolio Manager. You will manage client investments, focusing on service excellence and strategic growth. Your responsibilities will include conducting financial analyses, engaging stakeholders, and providing insights for business development. Ideal candidates will have necessary financial certifications and a strong...

A relocation services company in George, Western Cape is looking for a motivated individual to manage client relationships and drive sales. The ideal candidate will have Grade 12 with mathematics, strong communication skills, and a background in sales or customer service. Responsibilities include liaising with clients, managing inquiries through the CRM, preparing quotes, and handling insurance...

A leading financial services provider in South Africa is looking for a financial advisor to deliver tailored advice to clients. The role requires solid client relationship management skills and a thorough understanding of financial planning, compliance, and risk. Sanlam offers opportunities for personal development, enabling advisors to grow their careers while making a difference in clients'...

A technical repair company in George, South Africa, seeks a candidate skilled in technical repairs and customer support. Responsibilities include performing mechanical and electronic repairs, providing customer assistance, and conducting training. The ideal candidate must be able to communicate effectively in Afrikaans and English and should be capable of maintaining cleanliness in their work...

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A leading financial institution is seeking a Private Wealth Advisor in George, Western Cape, to provide exceptional service and financial solutions to clients. The ideal candidate should possess a relevant degree, have 3 to 5 years of experience in financial advising, and demonstrate strong knowledge of investment and wealth management principles. Responsibilities include managing portfolios,...

A financial services company is looking for a Wealth Manager to offer tailored financial advice to high-income clients. The ideal candidate will have a relevant degree and 3-5 years of experience, especially in investment products. You will be responsible for developing financial plans, maintaining client relationships, and ensuring compliance with relevant regulations. This role affords...

A leading financial services provider in South Africa is seeking a Wealth Manager to provide financial advice to high income clients. The role demands a strong background in investment planning, with duties including advising clients on financial products and achieving sales targets. Ideal candidates should have experience as a Wealth Manager alongside relevant qualifications such as a degree in...

A leading financial services firm is seeking a Private Wealth Advisor to provide exceptional banking solutions and financial advice to clients. The ideal candidate will have 3-5 years of experience in wealth management and a relevant finance degree. Responsibilities include managing a client portfolio, conducting reviews, and driving revenue growth while ensuring adherence to regulatory...

A leading financial institution in South Africa is seeking a Private Wealth Advisor to deliver exceptional financial solutions to clients. The ideal candidate should have a relevant degree, 3 to 5 years of experience in financial planning or wealth management, and possess excellent project management and client relationship skills. This role offers the opportunity to work with diverse clients...

A leading financial institution seeks a Private Wealth Advisor in George, Western Cape. The role demands delivering exceptional client experiences and expertise in investment and financial planning. Candidates should possess a relevant degree and have substantial experience in wealth management and client interactions. Join a dynamic team dedicated to driving client retention and financial...

A leading financial services provider in Western Cape, South Africa seeks an experienced Wealth Manager to provide financial, savings, and investment advice to high-income clients. The ideal candidate should have a relevant degree and a Certified Financial Planner designation, along with 3 to 5 years of relevant experience. Responsibilities include developing financial plans, meeting sales...

A leading financial institution in South Africa seeks a Private Wealth Advisor to provide exceptional client service and financial solutions. The ideal candidate will manage a diverse portfolio and leverage their knowledge in financial markets, investment strategies, and wealth management. They should possess a relevant degree along with 3 to 5 years of experience in the financial services...

A leading financial institution in South Africa seeks a Wealth Manager to provide expert financial services, focusing on high-income clients with an emphasis on investment strategies. The ideal candidate will have a relevant degree and 3-5 years of sales and advisory experience. Responsibilities include analyzing client financial information, achieving sales targets, and ensuring compliance with...

A financial services provider in George seeks a Financial Advisor to manage high-income client relationships and offer expertise in investments and estate planning. The ideal candidate should hold a relevant degree and have 3-5 years of experience as a Wealth Manager. Responsibilities include developing financial plans, analyzing investment opportunities, and ensuring compliance with regulations....

A prominent financial institution is seeking a Private Wealth Advisor in George, Western Cape. The role involves delivering tailored financial solutions to clients, conducting reviews, and identifying growth opportunities. Ideal candidates will have a relevant degree and 3-5 years of experience in wealth management or financial advisory. Strong skills in client relationship management and...