both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying providing support for investment reporting and client meetings, your role will be varied and rewarding
dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch You'll enjoy a blend of administrative tasks and client interactions, all within a collaborative and supportive vibrant suburb of Newlands, Cape Town. They have a client-centric approach and undoubtable commitment to what they do and how they do it to ensure their clients get only the best possible service and results
dedicated listener with a thirst for knowledge and a client-centric approach. You thrive in a structured environment tailored to the client's needs, you'll work closely with the Financial Planners to ensure clients receive top-notch You'll enjoy a blend of administrative tasks and client interactions, all within a collaborative and supportive vibrant suburb of Newlands, Cape Town. They have a client-centric approach and undoubtable commitment to what they do and how they do it to ensure their clients get only the best possible service and results
organized with a passion for delivering exceptional client service and have an even bigger passion for the also include managing E-Banking users, handling client queries, and reconciling investment positions. wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that that values integrity, professionalism, and client-centricity. What you'll need To succeed in this role
organized with a passion for delivering exceptional client service and have an even bigger passion for the also include managing E-Banking users, handling client queries, and reconciling investment positions. wealth management firm based in Cape Town CBD. Our client specializes in wealth management and advisory services tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that that values integrity, professionalism, and client-centricity. What you'll need To succeed in this role
insurance companies, investment platforms and clients. You will also aid the Financial Planners with monitor all activities relating to clients which includes client reviews and requests as well as manage customised financial planning services to their clients. You'll be office based daily in professional offices English and Afrikaans to enable you to service the clients. What you'll get You'll get a market related salary
insurance companies, investment platforms and clients. You will also aid the Financial Planners with monitor all activities relating to clients which includes client reviews and requests as well as manage customised financial planning services to their clients. You'll be office based daily in professional offices English and Afrikaans to enable you to service the clients. What you'll get You'll get a market related salary
communication skills and thrive in building strong client relationships. You are results-driven and excited estate. You will identify and target potential clients, develop and maintain relationships with key decision-makers sustainable solutions. You will conduct regular client meetings, presentations, and product demonstrations showcase technology, you will love engaging with clients internationally. You will prepare and deliver compelling on your progress. Where you'll be doing it: Our client is a global leader in providing innovative metering
communication skills and thrive in building strong client relationships. You are results-driven and excited estate. You will identify and target potential clients, develop and maintain relationships with key decision-makers sustainable solutions. You will conduct regular client meetings, presentations, and product demonstrations showcase technology, you will love engaging with clients internationally. You will prepare and deliver compelling on your progress. Where you'll be doing it: Our client is a global leader in providing innovative metering
comprehensive proposals and financial needs analysis for clients. From constructing asset allocation reports to will directly contribute to enhancing the overall client experience and driving business growth. With constant wealth manager who has been looking after their clients for over 30 years. They manage the wealth of individuals leaders in a supportive and dynamic environment. Our client offers a culture that values teamwork, innovation