Private Client Portfolio Manager Jobs in Westville, Kwazulu Natal
- Westville (31)
- South Africa (19)
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- Admin / clerical / secretarial (1)
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- Liberty Standard Bank Group (10)
- Fledge Business Solutions (4)
- Srg Recruitment Ltd. (4)
- Eq-fin Bryanston (3)
- Old Mutual Personal Financial Advice (3)
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Manager Westville
Private Health Administrators
Westville
To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
share this job on whatsappPersonal Assistant Management Westville
Yates RecruitmentWestville
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Personal Assistant (investment Management)
Yates RecruitmentWestville
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Paraplanner (wealth Management) Market Related
Srg Recruitment Ltd.Westville
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
Professional Financial Adviser
Liberty Standard Bank GroupSouth Africa
holistic financial planning advice to private and business clients by identifying their Investment and opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities within Private and Corporate accounts • Manage and strengthen relationships • Resolve client concerns
Financial Adviser Kloof; Umhlanga; Westville, Pmb, Pretoria
Liberty Standard Bank GroupSouth Africa
holistic financial planning advice to private and business clients by identifying their Investment and opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities within Private and Corporate accounts • Manage and strengthen relationships • Resolve client concerns
Driver Trainer
Fledge Business SolutionsSouth Africa
with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners in accordance the SETA/NOSA Quality Management System requirements. To complete all Portfolios of Evidence in accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure the security with clients and internal staff attend all meetings and adhere to all deadlines. Assist client with project efficiently and within a professional timeframe to ensure client satisfaction. Engage in continuous self-development
Driver Trainer Westville And Boksburg
Fledge Business SolutionsSouth Africa
with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners in accordance the SETA/NOSA Quality Management System requirements. To complete all Portfolios of Evidence in accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure the security with clients and internal staff attend all meetings and adhere to all deadlines. Assist client with project efficiently and within a professional timeframe to ensure client satisfaction. Engage in continuous self-development
General Trainer
Fledge Business SolutionsSouth Africa
with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners in accordance the SETA/NOSA Quality Management System requirements. To complete all Portfolios of Evidence in accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure the security confidentiality thereof. To market NOSA by answering client queries, identifying, and utilising marketing opportunities Training Manager receives copies of these. Adhere and conform to the NOSA Quality Management System. Matric
Trainer Westville/rustenburg
Fledge Business SolutionsSouth Africa
with SAQA/SETA/NOSA requirements and Quality Management Systems. To moderate and assess learners in accordance the SETA/NOSA Quality Management System requirements. To complete all Portfolios of Evidence in accordance with the relevant assessment guides and Quality Management System work instructions, and to ensure the security confidentiality thereof. To market NOSA by answering client queries, identifying, and utilising marketing opportunities Training Manager receives copies of these. Adhere and conform to the NOSA Quality Management System. Matric
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