leading financial institution committed to providing exceptional banking services to our clients. They pride financial institutional clients.
manage the Institutional Distribution team to execute the growth strategy. Assess the current client value proposition (CVP) and strategies relative to institutional client needs, identifying opportunities to increase product development, and the institutional team. Identify prospective clients and new market opportunities functions to provide focused client service to Institutional clients. Maintain engagement with key clients through
manage the Institutional Distribution team to execute the growth strategy. Assess the current client value proposition (CVP) and strategies relative to institutional client needs, identifying opportunities to increase product development, and the institutional team. Identify prospective clients and new market opportunities functions to provide focused client service to Institutional clients. Maintain engagement with key clients through
consulting services to our diverse range of institutional clients. Your expertise will guide strategic asset experience dealing with pension funds or other institutional clients on investment matters, including providing implementation for a broad spectrum of institutional clients, including retirement funds, medical schemes advice and client service excellence to institutional clients.
consulting services to our diverse range of institutional clients. Your expertise will guide strategic asset implementation for a broad spectrum of institutional clients, including retirement funds, medical schemes advice and client service excellence to institutional clients. Regulatory Awareness: Stay updated with experience dealing with pension funds or other institutional clients on investment matters, including providing
accurate regulatory, portfolio compliance and institutional client reporting.
Job description:
Support
tailor-made investment solutions to retail and institutional clients in South Africa. The company, was founded
relationships with corporate and financial institutional (FI) clients;
2ï¼ Conduct corporate and FI client
and facilitates accurate reporting to institutional clients.
Key Responsibilities:
thrives together. Work with individuals or institutional clients to assess their financial needs and help