Key Account Manager Jobs in Cape Town City Centre
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Paraplanner Cpt - Cbd NEW
Headhunters
Cape Town City Centre
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by compare appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing
share this job on whatsappParaplanner NEW
HeadhuntersCape Town City Centre
financial planning support to Advisers and senior management at established IFA. A wonderful career opportunity presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office skills planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement irement plan and documents and/or risk management documents, in-line with the strategy as outlined by compare appropriate investments/products/vehicles. Managing the client review process. Checking and / or capturing
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Organizational skills, ability to prioritize, plan and manage projects. Ability to collaborate with others. Critical always expected and required. Time management: ability to manage time and tasks to ensure deadlines are commission module linked to CRM) and PPs. Manage commission suspense accounts aligned to compliant new business Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants align with the PCS CRMs to client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE
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