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Business Development Executive Cpt - Cbd
Headhunters
Cape Town City Centre
Facilitating the handover of clients to the company's Operations team, who support the clients through their journey
share this job on whatsappFinancial Partner Cpt - Cbd
HeadhuntersCape Town City Centre
services experience, as defined by the Head of Operations. Take full responsibility for the implementation culture and principles of Treating Customer Fairly. Operations: Collation of all clients related information fees due to the Financial Planning Partner. Operational support for Portfolio Managers and CRMs: Assistants brochures, client folders etc. to the Partnership Operations Manager timeously to avoid running out of stock
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