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03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... solutions Long and Short-Term Insurance solutions Foreign Currency Transactional solutions Domestic and offshore Fiduciary and Estate Planning services. Commercial Property Finance Share-Based Lending Personalised Share Portfolios Asset-Based Finance Competencies: Manage budgets and deliver on ...
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The Recruitment Council
05.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... solutionsLong and Short-Term Insurance solutionsForeign Currency Transactional solutionsDomestic and offshore Fiduciary and Estate Planning services.Commercial Property FinanceShare-Based LendingPersonalised Share PortfoliosAsset-Based FinanceCompetencies:Manage budgets and deliver on sales and ...
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The Recruitment Council
14.03.2024
Broker Consultant | Cape Town
Cape Town
... their partner relationships in order to deliver end-end business results to ensure optimal business development. Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing ...
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The Recruitment Council
22.04.2024
Paraplanner | Cape Town
Cape Town
... solutions for client wealth creation and holistic financial wellbeing.Responsibilities:Preparation of Records of Advice for both Local and Offshore Investments and Long-Term AssurancePreparation of Financial Plans (Death, Disability, Retirement and Estate)Investment Portfolio and underlying ...
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The Recruitment Council
22.04.2024
Paraplanner | Cape Town
Cape Town
... solutions for client wealth creation and holistic financial wellbeing. Responsibilities: Preparation of Records of Advice for both Local and Offshore Investments and Long-Term Assurance Preparation of Financial Plans (Death, Disability, Retirement and Estate) Investment Portfolio and underlying ...
More »
The Recruitment Council
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