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05.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists.Responsibilities:Personal and Juristic Transactional ...
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The Recruitment Council
03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... Services company is seeking a dynamic individual to join their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists. Responsibilities: Personal and Juristic Transactional banking ...
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The Recruitment Council
04.04.2024
Salaried Wealth Manager | Cape Town
Cape Town
... Services company, renowned for its commitment to excellence and client satisfaction. The role involves delivering comprehensive financial planning guidance to clients, ensuring a seamless and superior client service aligned with established business protocols. As a financial planner at the ...
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The Recruitment Council
04.04.2024
Business Insurance Consultant | Cape Town
Cape Town
... and grow your portfolio of clientsWrite a min of R13500 new business premium per monthTo provide world class service to your portfolio of clients, thereby ensuring a low lapse rateTo screen new business and ensure that your portfolio does not pose a threat to the company’s risk ...
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The Recruitment Council
14.05.2024
Associate – Banking&Investment Support Officer | Cape Town
Cape Town
... service. The individual will assist in the execution of instructions and various administrative tasks around bank account and investment management in an accurate way and by respecting appropriate deadlines. Principal Elements&Accountabilities: Banking: Opening and closing of bank and ...
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The Recruitment Council
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