together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation products) Customize financial plans according to clients changing needs Present and sell suitable financial
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
together. Work with individuals or institutional clients to assess their financial needs and help them achieve order to secure new clients. Set up appointments and meet with clients Analyse clients financial situation products) Customize financial plans according to clients changing needs Present and sell suitable financial
dealt with Binders is Ideal. Well know national client with offices in Westville Claims Administration claims Act as intermediary between insurer and client and timeously relay communication, requests and regarding recoveries, diarise follow-ups and keep clients informed Ensure productivity targets are met Contribute
Our client is seeking a meticulous and strategic professional to ensure the highest standards of corporate Public Officer with dedication, fulfilling all associated obligations with integrity. Requirements: Bachelor's
Hire Resolve's client, a well-established engineering consultancy, is currently seeking a highly skilled drawings Provide technical advice and guidance to clients Perform structural analysis and calculations Ensure leading design team. Experience in running projects. Client interface experience would be good. Computer skills
Hire Resolve's client, a well-established engineering consultancy, is currently seeking a highly skilled drawings Provide technical advice and guidance to clients Perform structural analysis and calculations Ensure leading design team. Experience in running projects. Client interface experience would be good. Computer skills
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs