Client Management Accountant Bryanston Jobs in Westville, Kwazulu Natal
- Westville (35)
- South Africa (20)
- Accounting / Finance (22)
- Sales (11)
- Education / teaching (6)
- Engineering (4)
- IT / Computing / Software (4)
- Admin / clerical / secretarial (2)
- Management / exec / consulting (2)
- Graduate (1)
- Liberty Standard Bank Group (10)
- Fledge Business Solutions (4)
- Srg Recruitment Ltd. (4)
- Eq-fin Bryanston (3)
- Old Mutual Personal Financial Advice (3)
- Accounting Services Inc (2)
- Afpol (2)
- Grocorp (2)
- Hire Resolve (2)
- Pro Talent (2)
Sales Associate Bryanston / Century City / Westville
Eq-fin Bryanston
South Africa
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
share this job on whatsappAccountant Westville
One Stop Hr SolutionsWestville
20 000 - 25 000 A well-established accounting practice based in Westville requires an accountant to join their team. bookkeeping up to trial balance, management accounts and payroll for clients. Responsible for calculating monthly basis. Perform high-level accounting duties. Preparing accounting work relating to compilations of and Review of management accounts. Writing up of more complex accounting records of clients. Review monthly where applicable. Ad hoc accounting and tax work Maintain excellent client relationships. Degree, Diploma
Wealth Planner Bryanston (gauteng), Westville (kwazulu Natal), Century City (western Cape)
Eq-fin BryanstonSouth Africa
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve
Manager Westville
Private Health AdministratorsWestville
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
Personal Assistant Management Westville
Yates RecruitmentWestville
own 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
Personal Assistant (investment Management)
Yates RecruitmentWestville
own 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
Paraplanner (wealth Management) Market Related
Srg Recruitment Ltd.Westville
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
Junior Bookkeeper Westville
Srg Recruitment Ltd.Westville
Our client is seeking to employ a Junior Bookkeeper with Forex experience and a completed degree to join join their Accounts team based in Westville. Duties include but not limited to: Journal Entries – provisions provisions, accruals, depreciation Capital management Foreign entities vs reporting currencies Payment
Professional Financial Adviser
Liberty Standard Bank GroupSouth Africa
financial planning advice to private and business clients by identifying their Investment and lifestyle needs strategies, and manage individual and corporate relationships. Key Accountabilities: • Source, develop cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities Private and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or
Financial Adviser Kloof; Umhlanga; Westville, Pmb, Pretoria
Liberty Standard Bank GroupSouth Africa
financial planning advice to private and business clients by identifying their Investment and lifestyle needs strategies, and manage individual and corporate relationships. Key Accountabilities: • Source, develop cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities Private and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or
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