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20.08.2024
Private Wealth Banker - Pipeline Somerset West
Somerset West
... group. Job Summary To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks. ...
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Absa Group
20.08.2024
Financial Adviser AIFA (FAIS)
Somerset West
... Sales&Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system. On a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and ...
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Absa Group
30.08.2024
Financial Adviser AIFA (FAIS)
Somerset West
... Sales & Growth Targets: Capture the correct Policy Relevant Information (PRI) number on the EBankpac system. On a monthly basis, check the accuracy of the commission statements received from the AIFA Commissions department. Verify that all the PRI numbers reconcile to the commission paid and ...
More »
Absa Group
Yesterday
Private Wealth Banker - Pipeline Somerset West
Somerset West
... group.Job SummaryTo build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving customer experience within the scope of the Bank’s regulatory and compliance frameworks.Job ...
More »
Absa Group
30.08.2024
Training Consultant (Accounting/Bookkeeping)
Somerset West
... Consultant whose core role will be training new clients to use the system as well as advise on best practice SOPs. You will often work with multiple teams and individuals and will be responsible for ensuring that all involved stays on track with the training plan and achieves the training ...
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DataFin
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