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14.05.2024
Associate – Banking&Investment Support Officer | Cape Town
Cape Town
... rporate actions, proxy votes, conversions, capital calls and distributions. Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties. Preparing SWIFT payment instructions. Reconciliation of investment positions and working on reconciliation breaks. ...
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The Recruitment Council
15.05.2024
Associate – Banking & Investment Support Officer | Cape Town
Cape Town
... rporate actions, proxy votes, conversions, capital calls and distributions.Collating KYC, FATCA, CRS and compliance documentation for fund administrators and other third parties.Preparing SWIFT payment instructions.Reconciliation of investment positions and working on reconciliation ...
More »
The Recruitment Council
07.06.2024
Wealth Manager | Claremont
Cape Town
... Network and obtain referrals. Ensure that there are a set number of appointments to be seen. Evaluate the closing ratio to the set number of appointments received and implement the relevant strategy to address it, should it not be achieved. Ensure invites to the company's Quarterly seminars are ...
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The Recruitment Council
07.06.2024
New Business Development Manager
Cape Town
... networking to identify potential clients. Client needs analyzed through interviews and/or inspections. Features, advantages, disadvantages fully explained to clients and sales closed. Best product(s) identified and proposed to the client. Premiums calculated and payment methods established. ...
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The Recruitment Council
Yesterday
New Business Development Manager
Cape Town
... networking to identify potential clients. Client needs analyzed through interviews and/or inspections. Features, advantages, disadvantages fully explained to clients and sales closed. Best product(s) identified and proposed to the client. Premiums calculated and payment methods established. ...
More »
The Recruitment Council
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