who have a thorough understanding of relationship management, and have a proven track record of success qualification and experience required for the Client Relationship Manager: 3 years of experience in a Bank Marketing statements Key duties required for the Client Relationship Manager: Completion of applications for new facilities facilities Maintenance and development of relationships with existing clients Understanding market and industry reports Ability to market to existing and new clients Strong understanding of products and services offered
who have a thorough understanding of relationship management, and have a proven track record of success qualification and experience required for the Client Relationship Manager: 3 years of experience in a Bank Marketing statements Key duties required for the Client Relationship Manager: Completion of applications for new facilities facilities Maintenance and development of relationships with existing clients Understanding market and industry reports Ability to market to existing and new clients Strong understanding of products and services offered
Should you meet the requirements please apply. And should you not hear from us in 2 weeks please consider your application unsuccessful.
or audited financial services. You're adept at managing deadlines and you want to elevate your career both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding presence, specializing in wealth and investment management. With a commitment to excellence and a culture opportunity to join a well-established wealth manager who can offer exposure within the industry by working
Description Hire Resolve's client, a reputable insurance company based in Johannesburg, is currently dedicated and experienced Client Accountant to join their team. As a Client Accountant, you will be responsible responsible for managing the financial transactions and reporting for a portfolio of clients within the insurance financial records for assigned clients Process underwriting results per client onto the general ledger including recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims
THIS POSITION Process underwriting results per client onto the general ledger including premium, reinsurance recoveries, commissions, and fees. Process reserves per client onto the general ledger i.e. outstanding claims corresponding reinsurance portions. Process income tax per client onto the general ledger. Process cashbook transactions entries per client onto the general ledger. Prepare Balance Sheet reconciliations per client. Prepare client client financial statements and client policy statements and any other financial reports as required
Description Hire Resolve's client, a reputable insurance company based in Johannesburg, is currently dedicated and experienced Client Accountant to join their team. As a Client Accountant, you will be responsible responsible for managing the financial transactions and reporting for a portfolio of clients within the insurance financial records for assigned clients Process underwriting results per client onto the general ledger including recoveries, commissions and fees. Process reserves per client onto the general ledger i.e. outstanding claims
what it takes to support a Portfolio Manager in managing their clients' investments by you being the “go between the investment team and the Portfolio Manager. You'll be applying your technical investment administration Portfolio Manager to ensure client presentations are on point, you'll manage the onboarding of clients, sorting assessments of clients and analyse client affairs. You will maintain and update client lists, provide prepare new client reviews and proposals, monitor cash flow forecasting and monitor client portfolios
My client, an organisation that redefines the landscape of insurance solutions and prioritize the growth expertise to uncover potential clients and cultivate lasting relationships, all while representing our esteemed sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum Minimum quote is requested the consultant must contact client in order to conduct a proper needs analysis and procedures Be professional at all times with prospects, clients and other MI stakeholders Presentation skills,
opportunities that will protect and grow the portfolios managed by Oasis. The candidate must conduct detailed due completely and ensure execution across our model and clients' portfolios. Ensure that the companies you are Interact with Senior Business Leaders and Company Management in conjunction with the Senior Equity Analyst an investment into a security on behalf of its client. Involves the primary use of fundamental valuation prepared and confident to handle interactions with Management at the highest level. Quantify risks relative