Client Relationship Investment Specialist Jobs in Western Cape
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Investment Client Service Consultant
Dk Consulting
Cape Town Region
listed Asset Management company and engage with clients face to face, via email or telephone providing processes. Trouble-shoot and problem solve and ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years
share this job on whatsappClient Implementation Specialist Cape Town
Ca Financial AppointmentsCape Town Region
not only experienced but also passionate about client take-ons, managing the transition process and driving team. Responsibilities: Engage and assist with new client take-ons, transitions and take-offs Assist with operations Utilise technology stack for client relationships Use client reports and dashboards to better communicate Minim of 5 years fund accounting experience with client take-on, transitions and take-offs exposure Advanced
Client Relationship Consultant - Talent Pool Advert R30 600 Ctc
LabournetSouth Africa
R30 600 CTC The Client Relationship Consultant (CRC) is primarily responsible for establishing relationships through through engaging with prospective clients and existing clients. Through these engagements, the CRC will identifying prospective clients' needs and infiltrating their existing client base for cross service/solution maintain relationships with their existing client base through the implementation of various Client Relationship (CRA) to ensure high levels of client satisfaction thereby maintaining client retention ratios. The CRC is
Investment Analyst
SetCape Town Region
Choice High performing boutique Investment firm. Description Investment Analyst Attractive market related successful boutique investment firm have an excellent opportunity for an Investment Analyst. Join this reports Investment committee reports Support new business development Prepare and present to clients in presentations report backs Prepare and present to prospective clients Profile Qualifications and experience: CA/SA or
Relationship Representative Western Cape
Talentsphere Pty LtdWestern Cape
above to improve existing relationships and develop new relationships with clients whilst liaising directly achieve satisfaction. Building sustainable relationships and trust with customer accounts through open Establishing demand from clients. Securing forecasts and orders from clients. Addressing any quality issues
External Customer Relationship Representative - Ma
Talentsphere Pty LtdWestern Cape
above to improve existing relationships and develop new relationships with clients whilst liaising directly achieve satisfaction. Building sustainable relationships and trust with customer accounts through open Establishing demand from clients. Securing forecasts and orders from clients. Addressing any quality issues
Investment Administrator Cape Town
The Talent ExpertsCape Town Region
your career within the Investment industry? Is this you? You've got your investment-related degree, gained into the real technical admin that makes the investment industry tick. You are meticulous and organized delivering exceptional client service and have an even bigger passion for the investment world. You thrive ensuring the seamless execution of banking and investment transactions. From opening and closing accounts managing E-Banking users, handling client queries, and reconciling investment positions. You'll enjoy the challenge
Investment Analyst Cape Town
Pss RecruitmentSouth Africa
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance a Big 4 accounting firm. Keen interest in the investment space required and articles covering Financial
Investment Analyst Cape Town
Pss RecruitmentSouth Africa
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative services in relation to discretionary managed clients • Monitor and assess incumbent and current managers portfolio managers and investment research teams • Understands the construction of client portfolios and products products that target different kinds of investment objectives • Ensure that portfolios are kept up to
Investment Administrator Cape Town
Pss RecruitmentSouth Africa
position is within the Retail Division of our client's business. The job requires the candidate to work is finalized and to maintain contact with IFA or client during this process. This person will need to be transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers cessions and estate lates) o Amendments to existing client information (investors, advisors, employers) § o Completeness and accuracy of instruction from client/IFA o Proof of payment or money transfer o FICA
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