CV to our Talent Pool to join a fast-growing consulting company who offers progression and exposure to multiple organisations and industries. The Client Relationship Consultant (CRC) is primarily responsible for relationships through engaging with prospective clients and existing clients. Through these engagements, the CRC prospective clients' needs and infiltrating their existing client base for cross service/solution initiatives relationships with their existing client base through the implementation of various Client Relationship Audits (CRA)
Foreclosure Consultant (Financial Services) Location: La Lucia, Durban, KwaZulu-Natal A leading financial financial services concern has an opportunity available for a Foreclosure Consultant. Key Performance Areas: Areas: Negotiate with clients regarding their arrears. Interact with panel attorneys and provide necessary
for a PA / Admin Assistant with financial services / investment experience. Immediate start and own car car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Completing the applications and submitting to the service provider Sending out confirmation letters for Gap Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg
sought for excellent opportunities within the investment industry, ranging from Analytical to Compliance Keen interest in the investment space required and articles covering Financial Services preferred. Please
Title: Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: Experience • 3 to 5 years of relevant experience in investments • Will be required to be a FAIS compliant representative Providing portfolio analytics services in relation to discretionary managed clients • Monitor and assess incumbent portfolio managers and investment research teams • Understands the construction of client portfolios and products products that target different kinds of investment objectives • Ensure that portfolios are kept up to
position is within the Retail Division of our client's business. The job requires the candidate to work is finalized and to maintain contact with IFA or client during this process. This person will need to be transactions o Existing business transactions (investments, retirement's, withdrawals, switches, transfers cessions and estate lates) o Amendments to existing client information (investors, advisors, employers) § o Completeness and accuracy of instruction from client/IFA o Proof of payment or money transfer o FICA
required, honours advantageous. Passion for the investment industry and building a career in the field required
required, honours advantageous. Passion for the investment industry and building a career in the field required
Foreclosure Consultant (Financial Services) Location: La Lucia, Durban, KwaZulu-Natal A leading financial financial services concern has an opportunity available for a Foreclosure Consultant. Key Performance Areas: Areas: Negotiate with clients regarding their arrears. Interact with panel attorneys and provide necessary
Financial Services company, situated in Hillcrest Durban seeks an experienced Relationship Consultant to assist assist clients by offering excellent client service, support, and to maintain and grow relationships. years' experience in this role, in a financial services environment. A clear credit record is essential essential. Previous experience in a financial services environment is essential Possess good technical and IT Outlook) Accurately capture client information on the relevant system. Execute client requests within the agreed