2010); or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per experience in Sales (Short Term Insurance)
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
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Graduate position who wants to join the Financial Services sector and grow into a Portfolio professional
financial matters. The role will also include: team management, developing process and procedures, implementing legal and professional requirements and guidelines Manage the process for the audit of the statutory annual unit and cash reconciliations Review of monthly management accounts and prepare variance analysis to budget of accounts Conduct probation and performance management meetings in accordance with company procedure attendance, timekeeping and other areas of staff management and report to HR Encourage and drive the personal
passion for financial services. You're ready to take on a pivotal role in managing the financial health international entities within a renowned financial services firm. What you'll be doing (and why you'll enjoy be doing it You'll be joining a leading wealth management firm based in Cape Town CBD, renowned for their with previous experience in IFRS and financial services. Strong technical skills, proficiency in accounting opportunity to work with a global leader in financial services, gaining exposure to diverse international markets
Reference: SW004809-AM-1 My client, and elite financial services and investment concern located in Somerset West with clients and service providers; Assisting the financial advisor in his job servicing existing clients application forms, submission of application forms to service providers / insurance companies; Follow-up all implementation of new business etc; Drawing statements from service providers and summarising client portfolio information; electronically. Ensure that investments and assets under management and the recording thereof are kept up to date
Diploma relevant to industry
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City
Forming part of the Client Services Central Operations team of this highly Global Investment firm, the Project Manager will be responsible for focusing on project supporting possesses strong analytical, organisational, project management and communication skills. You have the ability Responsibilities
Project Management
PROJECT MANAGER Financial Services (Fund Operations, Governance & Control) Century City, Cape Package on Offer!
Forming part of the Client Services Central Operations team of this highly reputable reputable Global Investment firm, the Project Manager will be responsible for focusing on project supporting possesses strong analytical, organisational, project management and communication skills. You have the ability Duties and Responsibilities
Project Management