principles.
- Understand and market all financial services solutions within the relevant business offering
Experience - 3 to 5 years experience within a Sales/Service area of a financial environment.
We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience Excel, PowerPoint, Outlook, Teams) Knowledge of service provider products and their online websites operations professionalism essential Key Performance Areas: Servicing of existing clients, including reviews of their are submitted in accordance with company policy Servicing of existing clients: – Provide ongoing financial business opportunities and market the range of services and products offered – Compilation of proposals
a leading financial services firm, is seeking a seasoned Senior Financial Advisor to join their team. track record in financial planning and advisory services. Responsibilities : Provide comprehensive financial financial planning and investment advisory services to high-net-worth clients. Develop and maintain long-term and present investment strategies, products, and services that align with clients' financial goals. Stay Minimum 10 years of experience as a Financial Advisor. Certified Financial Planner (CFP) designation
INVESTMENT SERVICES CONSULTANT
Perm, Salary CTC up to 288 000-336 000+ dependent Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external anyway to:-
Ensuring an excellent quality of service is given to clients at all times
Online Identifying and proposing solutions to process and service related failures
To supply marketing material 12
6 months contact centre experience/client services experience
Excellent verbal and written
Requirements:
HIRING: Commerce Graduates (Finance, Business Science, Economics, Investment Management) - CAPE TOWN BASED. Relocation assistance provided (T''s & C''s apply)
65% GPA overall for Matric and University with year-on-year progression.
- Ideally looking for c
Responsibilities:
administrative support for the Financial/Investment Advisors within the team, and includes handling of all debit balances and assist financial/Investment Advisors to take corrective action • Preparation of client advisory record keeping as per applicable financial services legislation, ensuring that all investment and
with a knack for IFRS and a passion for financial services. You're ready to take on a pivotal role in managing international entities within a renowned financial services firm. What you'll be doing (and why you'll enjoy with previous experience in IFRS and financial services. Strong technical skills, proficiency in accounting opportunity to work with a global leader in financial services, gaining exposure to diverse international markets
An asset and wealth management company based in Umhlanga are seeking a confident Revenue/Commission Specialist to work within the Operations Department. Interpret and analyse financial data Consider work flows and impact Monitor and report on revenue flow Maintain and control / communicate contractu