follow through completely and ensure execution across our model and clients' portfolios. Ensure that the companies an investment into a security on behalf of its client. Involves the primary use of fundamental valuation Efficiency measures of a company in relation to the market, its peers and its history. Evaluate long term (newspapers/Bloomberg etc), Economic data released, Market update. Ensure that you are adequately prepared meeting. Ensure that you follow up and successfully execute the action points agreed in the meetings. Strategic
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant have a passion for client relations and a good understanding of the financial services industry, this could for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply
La Lucia - Our client, a prominent financial advisory firm, is actively seeking a Client Liaison Consultant have a passion for client relations and a good understanding of the financial services industry, this could for you. As a Client Liaison Consultant, you will play a crucial role in ensuring client satisfaction satisfaction. Providing exceptional and professional client service to ensure all processes are followed timeously outstanding contact information of members. Customer service and support during the counselling process. Comply
Attending to all existing client queries and request timeously and professionally thereby offering the the highest levels of service. Handling, maintenance and tracking of all leads received by the Wealth recon template and daily figures. Liaison with all clients allocated to the Wealth Specialist team as per while always striving to treat the client fairly. Conducting client reviews in a FAIS compliant manner; account a full needs analysis and any changes in the client circumstances. Achievement of targets as set by
this role is to provide the full market analysis support to the Marketing Division. The successful candidate prices on SAP. Weekly and monthly Marketing reports. Ad-hoc market analysis when required. Be in possession sales and marketing environment. Good statistical or finance background essential. Market Related Benefits Benefits The post Marketing Analyst appeared first on freerecruit.co.za .
will be to manage and grow their portfolio of clients while providing financial planning advice. To generate generate leads, set up appointments, meet clients and close the deal. To do an investment needs analysis and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis assist with ad hoc marketing drives in your region. To effectively service your clients that may be in other travelling may be required Flexibility is required as clients from time to time request consultations outside
that all clients are invested in line with its respective model portfolio taking any client specific liquidity of each portfolio. Actively monitoring markets and instruments to ensure that all model portfolios legislation, mandates and internal trading rules. Management of broker and service provider relationships including and disinvestment requests. Daily pre and post trade compliance reporting. Ensure use of Statpro system exceptions noted by the system daily. Daily financial market report Communicate effectively with the Investment
Accounts Executive Required Salary ● R 12.000,00 net monthly salary plus comm Description Our client is a a supplier to a wide variety of clients, both nationally and internationally. We are currently recruiting recruiting for an Accounts Executive to join their team . Job Description: Prepare reconciliations of Bank experience Proficient in ERP. The post Accounts Executive Required appeared first on freerecruit.co.za
JOB DESCRIPTION: FINANCIAL EXECUTIVE (CA (SA)) R1.7M CTC (includes Pension) Must have your own M/Aid through growth or downsizing. As a member of the executive committee (EXCO), this is a leadership role that Quarterly and annual reporting of the national Marketing Fund Statement in line with the provisions of Property. Behavioural Responsibilities Passionate Service – First and foremost focusses on serving the needs
adjusting products and services and with developing solutions to support clients with achieving their sustainability cross-cutting projects for the organisation Group Executive Committee as required Contributing to a culture and report writing skills. Change management. Client service principles Communication strategies Data, trend institutes, and governments Experience in financial services, sustainable finance or strategy consulting; and Interacting with various levels of management Salary: Market related Should you not hear from us within 2 weeks