advertisements
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
Healthcare Administrator | Cape Town
Cape Town
... Consultants where and when requiredBackup for Support and Admin Centre staffResolve complex medical aid claimsFollow up and investigate returned postal and other communication and update database accordinglyAttend to specific client servicing needsAssist with special Client and Practice related ...
More »
The Recruitment Council
26.04.2024
Regional Head | Wealth Management | Cape Town
Cape Town
... sales strategy.Ensure profitability of distribution medium.Achieve and manage targets to these include front book (new clients) and back book (cross selling to existing client base).Manage budget costs within budget constraints.Keep abreast of competitor activities.Provide sales intelligence ...
More »
The Recruitment Council
26.04.2024
Call Centre Manager : Asset Management | Cape Town
Cape Town
... the Banking and Investment Sector, has a fantastic opportunity for a Call Centre Manager : Asset Management. The successful candidate will be responsible for minimising financial and repetitional risk exposure relating to administration functions for internal and external stakeholders within ...
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
advertisements