with its long-standing reputation as a financial centre of excellence, offers a professional work environment opportunity to qualify for UK citizenship after five years of residence. Our client in Guernsey, offers a companies, fund managers, family offices, and private clients. Role The successful candidate will be expected needs of alternatives clients through the development of relationships with clients, auditors and other investment and portfolio records on behalf of clients, including processing of purchases and disposals;
Reference: NFU011612-ZAN-1 Calling all Financial Analyst Apply now and join a leading national logistics
Reference: NFU011612-ZAN-1 Calling all Financial Analyst Apply now and join a leading national logistics
involve sending reminder letters, making phone calls, and negotiating payment arrangements. Compile documents and receipting of payments. Credit vetting new clients. Distribution of monthly statements to customers
involve sending reminder letters, making phone calls, and negotiating payment arrangements. Compile documents and receipting of payments. Credit vetting new clients. Distribution of monthly statements to customers
An Agritalent client, a leading agribusiness, seeks Financial Advisors to provide holistic financial financial planning and advice to clients, in line with their goals and aspirations. The financial planner will will be required to source clients, exercise their duties within an advice framework, build an internal Responsibilities Conduct thorough financial analyses of clients' current financial situations, including income Develop personalized financial plans based on clients' goals, risk tolerance, and timelines. Provide
financial data.
JHB000079-TK-2 Commercial Underwriter Join Our Client's Dynamic Team as a Commercial Underwriter Are you a talented Commercial Underwriter to join our client's vibrant team and make a difference in the insurance pricing for policies. Collaborate with brokers and clients to understand their insurance needs and provide maintain strong relationships with brokers and clients to enhance business partnerships. Conduct regular assessments of existing policies to ensure they meet client requirements and company standards. Provide exceptional
Join Our Client's Dynamic Team as a Commercial Underwriter!
Are you a meticulous thinker
talented Commercial Underwriter to join our client's vibrant team and make a difference in the insurance
policies.
collate new client onboarding documentation. Oversee the management and updating of client CRM profile Liaise with external and internal providers on client specific queries and implementation of instructions with clients directly on behalf of the Wealth Manager Manage the process of preparation of client review compliance standards. Ensure CDD is done on all clients based on their risk profile according to FICA and