Xcede Retention Manager Working for a digital bank revolutionising the financial industry. As the Retention monetisation strategies. Qualifications: 3 Years in a retention-related role Previous start-up experience beneficial analyses to optimise customer experiences, boost retention, and satisfaction. Map the customer journey, identifying
Description IGrow Wealth Investments, South Africa's 1 Property Investment Company, is looking for a consultations for Property Consultants and Property Investments Strategists
We are sell-side Mergers & Acquisitions Advisors specialising in the sale of mid-market companies. We are seeking a highly motivated and skilled OUTREACH ANALYST to join our dynamic team. The ideal applicant will be responsible for kick-starting the sales process in our Transactions Team. The ab
Your Career: Become a Fund Specialist and Drive Investment Innovation" Working with funds is "fun" right duties and responsibilities include: Growth and retention of assets Sales and brand promotion Client Relationship in Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 5 years of experience in the collective investments sector Specialization in unit trusts Excellent engagement engagement and negotiation skills Experience in investment markets Based in Cape Town or Durban Apply now
Your Career: Become a Fund Specialist and Drive Investment Innovation" Working with funds is "fun" right duties and responsibilities include: Growth and retention of assets Sales and brand promotion Client Relationship in Finance or Investment CFA (any level or all three), CFP, CIPM or equivalent investment background 5 5 years of experience in the collective investments sector Specialization in unit trusts Excellent engagement engagement and negotiation skills Experience in investment markets Based in Cape Town or Durban Apply now
This includes overseeing client acquisition and retention, optimising share of wallet, enhancing market within the region and represent Wealth Banking and Investment Management as the senior-most authority in the
This includes overseeing client acquisition and retention, optimising share of wallet, enhancing market within the region and represent Wealth Banking and Investment Management as the senior-most authority in the
support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide balance sheet preparation Request and update client investment and policy statements Update client information of Financial Planning administration, Risk and Investment products, processes and best practices Good understanding
support to Wealth Advisors for the acquisition, retention and maintenance of client relationships Provide balance sheet preparation Request and update client investment and policy statements Update client information of Financial Planning administration, Risk and Investment products, processes and best practices Good understanding
professionals to enhance investor engagement and retention. With operations spanning four continents, they capabilities. Explore evolving trends in asset and investment management. Lead in showcasing technical prowess