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Today
Head of Wealth and Financial Planning | Cape Town
Cape Town
... key relationships both internally and externally.New client acquisition and business development in conjunction with the company’s ventures, a Private Equity business as part of the company within the group.Qualifications:CFP membershipFAIS accreditation required (RE).#J-18808-Ljbffr ...
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The Recruitment Council
Today
Insurance Consultant | Cape Town
Cape Town
... all insurance queries within required timeframe and compliance requirements;Undertaking client follow-ups when policies are cancelled to ascertain the reasons and attempt to retain the policy onto books;Undertaking to adjust premiums in line with new asset values;Managing client expectation on ...
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The Recruitment Council
Today
Team Leader Client Services | Cape Town
Cape Town
... allocating resources; organising staff and coordinating activities according to work volumes.Resolve work obstacles by investigating; identifying root cause; selecting best alternatives and providing feedback to relevant stakeholders.Education:National Diploma: Financial Management , Matric / ...
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The Recruitment Council
Today
Data Operations Analyst | Investment Management | Cape Town
Cape Town
... Managers, Dealers and Performance & Risk, Client Operations and Reporting teams. Understand 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 ...
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The Recruitment Council
Today
Regional Head | Wealth Management | Cape Town
Cape Town
... managers.Managing complex boardroom dynamics and exhibiting a strong boardroom presence.Managing multiple functionsMaking financial decisions.Modelling and encouraging a corporate culture.Presenting to senior leaders.Technical / Professional Knowledge:Strategic planningBudgetingFinancial ...
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The Recruitment Council
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