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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 ...
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The Recruitment Council
14.03.2024
Business Insurance Consultant | Cape Town
Cape Town
... networking, cold calling, and door to door canvasing. Conducting a comprehensive needs analysis for prospective clients. Providing ongoing servicing and support to your individual client base (amendments, renewals, claim registration, etc.). Continuous building of your client base to secure ...
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The Recruitment Council
14.03.2024
Legal Specialist | Cape Town
Cape Town
... the hunt for an accomplished Legal Specialist to join this esteemed independent asset management and investment research group specialising in Global Investment Strategies and Asset Management Services with a focus on multi-generational capital preservation Responsibilities: Review 3rd Party ...
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The Recruitment Council
14.03.2024
Trust Manager | Cape Town
Cape Town
... recruitment; retention and training process and utilising suppliers listed on the preferred supplier list. Contribute to a culture conducive to the achievement of transformation goals by participating in the company’s culture building initiatives (e.g. staff surveys etc). Participate in the ...
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The Recruitment Council
14.03.2024
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 recurrence Have a key relationship with Investment Operations and assist in data queries which arise in that team Maintain relationship with Data team as well as ...
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The Recruitment Council
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