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25.08.2024
Retail Business Consultant | Cape Town
Cape Town
... Consultant builds and maintains strong partnerships with Independent Financial Advisors (IFAs) to promote tailored solutions, thereby helping to grow the advisor’s business and meet sales targets. Responsibilities and Work Outputs: Engage: Maintain continuous and consistent engagement with the ...
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The Recruitment Council
14.03.2024
Business Insurance Consultant | Cape Town
Cape Town
... management when requested. Attend all weekly and ad hoc team meetings. Adhere to all quality standards and measures in place. Competencies: To actively source and grow your portfolio of clients Write a min of R13500 new business premium per month To provide world class service to your portfolio ...
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The Recruitment Council
25.08.2024
Business Development Manager | Investment Management IFA Market | Cape Town
Cape Town
... the Western Cape retail investor/IFA market. This role will focus on expanding our brand presence and increasing engagement within the investment community. Key Objectives: Establish new sources for investor inflows from the IFA/adviser market. Build profitable relationships with IFAs, Wealth ...
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The Recruitment Council
14.05.2024
Associate – Banking&Investment Support Officer | Cape Town
Cape Town
... management in an accurate way and by respecting appropriate deadlines. Principal Elements&Accountabilities: Banking: Opening and closing of bank and investment accounts with core and non-core banks. Collaborate with a variety of financial institutions across numerous jurisdictions worldwide to ...
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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 ...
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The Recruitment Council
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