advertisements
04.04.2024
Commercial Insurance Business Development Manager | Cape Town
Cape Town
... networking to identify potential clients.Client needs analysed through interviews and/or inspections.Features, advantages, disadvantages fully explained to clients and sales closed.Best product(s) identified and proposed to client.Premiums calculated and payment methods established.Premiums, ...
More »
The Recruitment Council
22.04.2024
Paraplanner | Cape Town
Cape Town
... their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities: Preparation of Records of Advice for both Local and Offshore Investments and ...
More »
The Recruitment Council
26.04.2024
Data Operations Analyst | Investment Management | Cape Town
Cape Town
... their queries and the impact a data issue has on their function/process, manage their expectations, and consider changes to avoid a recurrenceHave a key relationship with Investment Operations and assist in data queries which arise in that teamMaintain relationship with Data team as well as ...
More »
The Recruitment Council
26.04.2024
Junior Financial Advisor – Cape Town
Cape Town
... networks and create leads and potential clients.Key Relations:Regional Head and All Advisors /Assistants within region/officeExternal clientsQualifications:Certified Financial Planner designation or in the process of acquiringPost graduate diploma in financial planning with board exam or in the ...
More »
The Recruitment Council
26.04.2024
Healthcare Administrator | Cape Town
Cape Town
... The position is a combination of administration support, data capture, query resolution processes, client liaison and general office support.Responsibilities:Generate and follow up iComply documentation and update CRMCapturing of:Monthly billing statementsSuspensions and reinstatements ...
More »
The Recruitment Council
advertisements