Banking Services Advice Jobs in Western Cape
Paraplanner
Headhunters
Cape Town City Centre
Planning. Knowledge of financial products and services offered by our company. Experience in preparing application documents. Prepare statement/record of advice documentation as required. Preparing investment Accurately finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): most appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness
share this job on whatsappParaplanner Cpt - Cbd
HeadhuntersCape Town City Centre
Planning. Knowledge of financial products and services offered by our company. Experience in preparing application documents. Prepare statement/record of advice documentation as required. Preparing investment Accurately finalising and collating compliance and advice documents. Risk / insurance (long-term insurance): most appropriate recommendation for a client in an advice document. Product comparisons, insurance analysis quotations. Remain up-to-date on products and services. Where there are team absences due to holidays/illness
Financial Advisor (risk Products)
HeadhuntersCape Town City Centre
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking Advisor (Risk Products) . To provide and implement advice in respect of insurance needs and solutions to planning partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability
Financial Advisor Cpt - Cbd
HeadhuntersCape Town City Centre
Reference: PE002436-JM-1 Our client in the Financial Services Industry based in Cape Town is currently looking Advisor (Risk Products) . To provide and implement advice in respect of insurance needs and solutions to planning partner's practice. Prepare comprehensive advice documents (proposals, comparisons, and quotation) presentation to clients. Provide the specialist advice in respect of Life Insurance (Death, Disability
Financial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
Reference: PE002476-RW-1 Our client in the Financial Services industry is currently looking to employ a Financial financial services industry required. Relevant tertiary education or courses. Financial Services Industry but not limited to: Client Services: Implementation of the client services experience, as defined by the the relevant PPs timeously. Providing an ongoing service and maintenance support function to the Financial
External Sales Rep Cpt - Northern Suburbs
HeadhuntersSouth Africa
market trends. Identify and prescribe products or services based on the customer's needs. Promote current
External Sales Rep
HeadhuntersSouth Africa
market trends. Identify and prescribe products or services based on the customer's needs. Promote current
Share on Facebook
Share on Twitter
Share on Linkedin