Agricultural Portfolio Manager Jobs in South Africa - Page 4
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Headhunters
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Paraplanner Hillcrest
Headhunters
Hillcrest
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize expectations but not limited to: Client data management Responsible for client data recording on the Produce clients' comprehensive wealth position. Management of joint entities on the Company's internal CRM competence assessment by Business Development Managers and Financial Planning Partner on planning tools Financial Planning Partner or Business Development Manager can take over the scenario planning function in
share this job on whatsappBusiness Development Executive Cpt - Cbd
HeadhuntersCape Town City Centre
within the Business field. Customer Relationship Management experience essential. Sales experience essential Bringing the clients on-board and building a portfolio of clients; Facilitating the handover of clients
Financial Planning Partner Assistant
HeadhuntersEast London
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs tasks. IT & Systems Preparation of client portfolio's using Astute and / or product provider information
Financial Partner East London
HeadhuntersEast London
Organizational skills, ability to prioritize, plan and manage projects. Critical thinking: ability to strategize always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs Assistants align with the PCS CRMs tasks. IT & Systems Preparation of client portfolio's using Astute and / or product provider information
Software Application Developer Cpt - Cbd NEW
HeadhuntersCape Town City Centre
Services Minimum 1 - 3 years experience with Portfolio (excluding Internships) Own reliable transport
Paraplanner Cpt - Cbd
HeadhuntersCape Town City Centre
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by client meetings Prepare investment proposals and portfolio reviews. Research, select and compare appropriate
Paraplanner
HeadhuntersCape Town City Centre
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by client meetings Prepare investment proposals and portfolio reviews. Research, select and compare appropriate
Application Developer Port Elizabeth
HeadhuntersSouth Africa
Requirements: Minimum 1 - 3 years' experience with Portfolio (excluding Internships) Own reliable transport
Financial Planning Partner Assistant (half Day)
HeadhuntersCape Town City Centre
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs tasks. IT and Systems: Preparation of client portfolio's using Astute and / or product provider information
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are (internal commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs tasks. IT and Systems: Preparation of client portfolio's using Astute and / or product provider information
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