As a Sales Agent you will be responsible for delivering exceptional sales service resulting in the generation generation of business from new and existing clients, therefore contributing to the company's profitability Must have a RE5 FAIS requirements based on DOFA date Knowledge of financial service products Must have have experience in a call Centre or client service environment Must have at least 2 years' call Centre
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
As a Sales Agent you will be responsible for delivering exceptional sales service resulting in the generation generation of business from new and existing clients, therefore contributing to the company's profitability Must have a RE5 FAIS requirements based on DOFA date Knowledge of financial service products Must have have experience in a call Centre or client service environment Must have at least 2 years' call Centre
hunting for new clients while building trust and delivering top-notch client service to ultra-high net net worth clients. You excel in influencing others, have a strong grasp of financial markets, and are cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
hunting for new clients while building trust and delivering top-notch client service to ultra-high net net worth clients. You excel in influencing others, have a strong grasp of financial markets, and are cultivating relationships with both new and existing clients. Your role will involve providing comprehensive crafting bespoke investment strategies, and ensuring client compliance with regulatory standards. You'll enjoy the challenge of managing portfolios, initiating client meetings, and driving business growth through strategic
a passion for investment administration and client service. What you'll be doing (and why you'll enjoy 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 a meaningful impact in the financial services sector. Our client values diversity and nurtures talent
Analyst Developer (SQL) to join its Fund Data Services Team where you will conduct new feature analysis Accounting, Fund Factsheets, and other fund data service solutions as an Analyst and Developer. The successful members of team. Communicate with Directors and clients. Extend and maintain existing software solutions interest in Financial Services. Strong analytical skills. Comfortable presenting to clients and team members attention to detail. Safeguards integrity of sensitive client data. Good time management. Able to work under
My client is a registered financial service provider, offering innovative needs-based life and health delivery of systems and services that meet or exceed objectives and service levels. The ideal candidate Management, O365/Azure Administration, RDS Terminal Services (2016, 2019), Active Directory (2012, 2016, 2019)
Western Cape, SA Competitive Package on Offer Our Client, a Global Investment Firm is currently expanding compliance related experience gained in the financial services or investment industry Knowledge of the investment