Relationship management
people RESPONSIBILITIES Regardless of their specialization, all financial planners have the same objective: professionalism and integrity. Financial planners need both strong interpersonal and analytical skills DUTIES Meet with clients to discuss their financial needs Recommend investments to clients Financial planners investing to retirement or estate planning. Tertiary education preferable, specifically in the fields of finance
people RESPONSIBILITIES Regardless of their specialization, all financial planners have the same objective: professionalism and integrity. Financial planners need both strong interpersonal and analytical skills DUTIES Meet with clients to discuss their financial needs Recommend investments to clients Financial planners investing to retirement or estate planning. Tertiary education preferable, specifically in the fields of finance
Relationship management
You will educate and inform Members, Pensioners and Human Resource Business Partners with information representatives of the client to understand their context and needs •Partner with Employer representatives and HR professionals commitment to member engagement and education plans to meet these needs and share feedback and trends with Consultant on all referrals Proactively engage, educate members and advise members at key points in their pension fund act, etc. •Plan and coordinate member education sessions ensuring their objectives are well defined
management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services for tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role you'll need sound experience of at least 5
management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services for tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role you'll need sound experience of at least 5
the qualities we seek. Regardless of their specialization, all financial planners have the same objective: standards of professionalism and integrity. Tertiary education preferable, specifically in the fields of finance
the qualities we seek. Regardless of their specialization, all financial planners have the same objective: standards of professionalism and integrity. Tertiary education preferable, specifically in the fields of finance
Client Relationship management Market Research Education and Job Requirements: Bachelor's Degree in Finance experience in the collective investments sector Specialization in unit trusts Excellent engagement and negotiation