Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge Cash Instruments as well as Local and Foreign Investment Schemes is critical to this role. Must have matric
services / investment experience. Immediate start and own car essential. Duties include: Diary Management Client filing, 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 disability ETC Investments –Checking on fund performance's, exercising fund switches for clients Retirement Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Our client seeks to appoint a fully qualified and experienced CRS/ Wealth manager with at least 6 years with a minimum of 3 years as a private wealth manager. Strong and fundamental understanding and knowledge Cash Instruments as well as Local and Foreign Investment Schemes is critical to this role. Must have matric
Client liaison and responsibility to manage clients shipping requirements for the clients that has been been allocated to your portfolio Client's needs to be kept updated on the status of their shipments and speedily as to have no or minimal impact on clients. Liaise with client continuously and in a proactive manner existing clients and referrals Present the company as and when required i.e. company functions, client meetings status reports to Clients with current information on all their shipments Liaise with Client Services department
Client liaison and responsibility to manage clients shipping requirements for the clients that has been been allocated to your portfolio Client's needs to be kept updated on the status of their shipments and speedily as to have no or minimal impact on clients. Liaise with client continuously and in a proactive manner existing clients and referrals Present the company as and when required i.e. company functions, client meetings status reports to Clients with current information on all their shipments Liaise with Client Services department
Supportive. Quick off the mark. Responsibilities: Client administration as well as communication and follow enhance relationships with key provider personnel, advisors and clients Collect and collate client information business, offshore, etc.) Ensure servicing of all clients (existing and new) requests and needs are done done in a timely and diligent manner (risk, investment, health, groups, etc. – new business, redemptions communication and improvement of service levels to clients Administer and maintain group risk, medical schemes
The purpose of the position is to manage the full operation of the Butchery according to Areas:
Reference: DBN002613-TK-1 Opportunity for a Marketing Manager to join a well-established school in Durban. The the company's goals and objectives. Campaign Management: Plan, execute, and oversee marketing campaigns and promotional materials. Budget Management: Develop and manage the marketing budget, ensuring efficient strategies using key metrics and KPIs. Brand Management: Maintain and enhance the company's brand image broader company objectives. Vendor Management: Manage relationships with external agencies, vendors, and
Sales and gross margin targets and manage expenses within budget. Manage efficient branch operations (i.e
Call Centre, Logistics, Warehouse and Admin) by managing productivity targets and ensuring adherence to
operating procedures. Build strong Customer relationships, customer centric front line and ensure consistent
qualification in Business Management or Commerce
8-10 years Sales and Operational Management preferably in the
Senior
Management Level
Ensure achievement of profitability by managing margins and
Requirements:
The ideal candidate should have demonstrable competency in the communications and marketing fields, hold an appropriate professional qualification, have an excellent command of the English language, have an ability to work on all social media platforms, be able to