Assistant for the Managing Director of a financial services company in the Western Cape. How you'll role As maintaining relations, managing records, attending consultations, developing financial recommendations, analysing necessary Attending to client consultations for new business and service-related needs Maintaining of Personal Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more preferably, but not limited to the financial services industry Must be computer literate on a basic
Assistant for the Managing Director of a financial services company in the Western Cape. How you'll role As maintaining relations, managing records, attending consultations, developing financial recommendations, analysing necessary Attending to client consultations for new business and service-related needs Maintaining of Personal Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more preferably, but not limited to the financial services industry Must be computer literate on a basic
Assistant for the Managing Director of a financial services company in the Western Cape. How you'll role As maintaining relations, managing records, attending consultations, developing financial recommendations, analysing necessary Attending to client consultations for new business and service-related needs Maintaining of Personal Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more preferably, but not limited to the financial services industry Must be computer literate on a basic
Assistant for the Managing Director of a financial services company in the Western Cape. How you'll role As maintaining relations, managing records, attending consultations, developing financial recommendations, analysing necessary Attending to client consultations for new business and service-related needs Maintaining of Personal Assistant, preferably in the financial services industry OR a B-Degree with at least two-or-more preferably, but not limited to the financial services industry Must be computer literate on a basic
is a leading, award winning, global financial services company that provides quality financial advice globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification
is a leading, award winning, global financial services company that provides quality financial advice globally and locally for excellence in client services and continue to work passionately towards implementing implementing client-centric solutions. This financial services institution brings together the investment expertise internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key financial advisory role Financial planning and sales experience Must be in possession of an RE 5 qualification
solutions and aiming to set higher standards in service and societal impact. Emphasising continual growth with cross-functional teams, stakeholders, and external partners are essential, as you will provide strategic with cross-functional teams, stakeholders, and external partners to foster relationships beneficial to management with bankers, auditors, staff, and external partners Project management: demonstrated ability
effectively with cross-functional teams, including sales, marketing, and finance What you'll need Bachelor's operational management, preferably in financial services or similar industry Experience in collections
effectively with cross-functional teams, including sales, marketing, and finance What you'll need Bachelor's operational management, preferably in financial services or similar industry Experience in collections