Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
(Finance, Business Science, Economics, Investment Management) - CAPE TOWN BASED. Relocation assistance provided
candidate with a keen interest in investment management/asset management will suit this client.
Please
Requirements:
Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
CPT001589-BB-1 N/Subs Cape Town Graduate position who wants to join the Financial Services sector and grow Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
Responsibilities:
dynamic and well-spoken? Join our client as a Client Service Consultant You'll engage with investors and financial long-lasting relationships by delivering exceptional service experiences. Location: Cape Town Duration of contract: Engagement: Respond to client needs with the right service and solutions. Build trust through expertise, showing interactions. Educate clients on subscribing and servicing their accounts. Help clients achieve financial Educate clients on secure, cost-effective self-service channels. Collaborate with internal stakeholders
and knowledge
JOB PURPOSE:
The Shared Services Assistant is responsible assisting the Cashbook tasks when required
The Shared Services Assistant is responsible in assisting the Accounts
Description Regulatory Reporting Analyst: Banking: 1 Year FTC This invitation is for an amazing candidate stakeholders by adding value to the business's financial management strategy. Job Responsibilities: Gather relevant statement BA return information obtained to the management accounts; analyze and review information to ensure banking regulations as well as internal policies. Manage defined risks in the finance/regulatory function Plan and ensuring delivered systems, process, services and solutions are aligned. Identify training courses
passion for financial services. You're ready to take on a pivotal role in managing the financial health international entities within a renowned financial services firm. What you'll be doing (and why you'll enjoy be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their 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