this role is to lead the Private Wealth business at a regional level. This includes overseeing client of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth Graduate Degree (NQF level no.8) 15 years of relevant banking, lending, and wealth experience of which
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
this role is to lead the Private Wealth business at a regional level. This includes overseeing client of the Wealth segment within the region and represent Wealth Banking and Investment Management as the authority in the area. 10 - 15 years of Wealth Management experience managing a client base of High Net worth Graduate Degree (NQF level no.8) 15 years of relevant banking, lending, and wealth experience of which
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
suitably qualified candidate to fill a position for a Wealth Advisor Assistant, based in Bathhurst, in the Eastern purpose of the role is to assist and support the Wealth Advisor in fulfilling general sales and administrative liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance Compile research, request quotes and fact sheets Manage client servicing requests Prepare meeting packs Matric with a minimum of 3-5 years experience in client relationship management A minimum of 3 years experience
motivated candidates to take the business to the next level and progress in their career. We have an amazing Experience and Qualifications: – Matric certificate, NQF 4 equivalent or higher – Candidate must be eligible enthusiastic working environment The post Entry Level Sales Consultant appeared first on freerecruit.co
fields; MBA preferred.
We at Gro Direct (Pretoria) are looking to expand our award-winning sales team. We are looking for individuals who are passionate about customer services, we are looking for future leaders with big dreams, that are hungry for success and growth. If you are self-motivated then you are the right perso
professional advice
agents not preferred unless they have a minimum of 5 years' experience