Shared Support Services Jobs in Bathurst, Eastern Cape
- Sales (2)
Wealth Advisor Bathurst
Afrizan People Intelligence Ltd
Bathurst
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental relationships Coordinate request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 &
share this job on whatsappWealth Advisor Assistant - Based In Bathurst, Eastern Cape, Port Alfred 0
Afrizan People Intelligence LtdBathurst
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities client liaison and engagement. Actively provide support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental relationships Coordinate request quotes and fact sheets Manage client servicing requests Prepare meeting packs Capture policy Elite Submit all new business applications Submit servicing requests such as top-up payments, Section 14 &
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