experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
experienced Financial Services Representative. Bachelors in Finance 3 - 5 years' Customer Service Experience Contactable
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering delivering top-notch client service to ultra-high net worth clients. You excel in influencing others be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts cultivating relationships with both new and existing clients. Your role will involve providing comprehensive
Regulatory Management) – Claremont/Newlands, Western Cape, SA Competitive Package on Offer Our Client, a Global and business ethical code as well as solid time management skills to meet complex business demands and reporting scanning; Work closely with the Regulatory and Risk Manager and inform them of any potential regulatory compliance and procedures; Assist the Regulatory and Risk Manager in his/her responsibilities as they relate to the compliance related experience gained in the financial services or investment industry Knowledge of the investment
Have you built a base in terms of wealth management and eager to transition over to a bigger corporate are an experienced Wealth Manager with a knack for hunting for new clients while building trust and delivering delivering top-notch client service to ultra-high net worth clients. You excel in influencing others be doing (and why you'll enjoy it) As a Wealth Manager, you will spearhead business development efforts cultivating relationships with both new and existing clients. Your role will involve providing comprehensive
and preferences, informing targeted marketing campaigns. Drive member retention through targeted communication proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Project management skills. Working with competing deadlines and using recognised project management software
and preferences, informing targeted marketing campaigns. Drive member retention through targeted communication proven people leadership skills, with the ability to manage cross-functional teams and drive projects to successful Project management skills. Working with competing deadlines and using recognised project management software
a passion for investment administration and client service. What you'll be doing (and why you'll enjoy processes, ensuring accurate fund pricing, and managing comprehensive financial reporting for Retirement financial records and deliver high-quality client service, contributing to the team's success in a challenging You'll be joining a leading South African financial services firm specializing in transfer agency administration our client navigates regulatory landscapes with expertise, ensuring robust governance and client-focused
exceptional sales service resulting in the generation of business from new and existing clients, therefore contributing Knowledge of financial service products Must have experience in a call Centre or client service environment Must
exceptional sales service resulting in the generation of business from new and existing clients, therefore contributing Knowledge of financial service products Must have experience in a call Centre or client service environment Must