Fiduciary Specialist Specialised Estate Planning New Lisp Business

 Acuity ConsultantsClaremont, Cape Town

... the opportunity to take the lead in providing bespoke ESTATE PLANNING advice and consultation to large portfolio of HNW Clients & IFA'S. Very good chance for you to be involved ... a fiduciary practice focused on its HNW Clients & IFA's. Based in Cape Town, this Fiduciary Specialist: Estate Planning role is paying between R1.2 Mil - R1.4Mil P/A COMPANY: Since ...read more

 09/08/2017

Customer Service Consultant Investment and Unit Trust Industry Tyger Valley

 Cape Town, Cape Town Metro

... will you be responsible for on a day to day basis? Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors) Assisting clients ... with investment administration queries Providing investment and product information to IFA’s and investors Analyze and interpret market and economic information Involved in ad-hoc client ...read more

 22/07/2017

Business Development Manager-CT

 Cape Town, Cape Town Metro

... WILL be responsible for the following: Attract new business and increase retention of existing investment business, Service primarily Independent Financial Advisors(brokers)IFA groups(corporate ... of intermediary(IFA) practices, Proven sales related success and track record, Technical knowledge about Retail Investments, Retail Investment Industry and trends ...read more

 05/04/2017

Tax Specialist join a New Lisp Business

 Acuity ConsultantsClaremont, Cape Town

... Financial Services Company. As the TAX SPECIALIST, you will be consulting & advising a plethora of clients (HNW &IFA's) on TAX law changes and impacts, TAX support, training and a lot more ...read more

 09/08/2017

Unit Trust Client Service Consultant – COMMUNICATION CENTER

 Isilumko Staffing Bellville, Cape Town

... be responsible for on a day to day basis?Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)Assisting clients with investment ... administration queriesProviding investment and product information to IFA’s and investorsAnalyze and interpret market and economic informationInvolved in ad-hoc client services ...read more

 26/07/2017

CLIENT SERVICE CONSULTANT WANTED

 Isilumko Staffing Durbanville, Cape Town

... Consultant Communication Centre:Ensuring that the highest level of client service is provided to all clients (internal, IFA’s and investors)Assisting clients with investment administration ... queriesProviding investment and product information to IFA’s and investorsAnalyse and interpret market and economic informationInvolved in ad-hoc client services projects Qualifications ...read more

 26/07/2017

Graduate Intern Retail Client Services Consultant

 Claremont, Cape Town

... queries and maintaining strong relationships with the IFA's - Handle outbound calls as required - Largely office-bound role - Maintenance of documentation iro Anti Money Laundering ...read more

 19/07/2017

Want to do another search?

Jobs in
Share this with your friends!
Facebook buttonFacebook   Whatsapp buttonWhatsapp