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28.04.2024
Paraplanner | Pretoria
Pretoria
... appointments. Maintaining CRM systems Requirements: BCom (Finance / Business Finance / Investments / Financial Planning Law / Financial Sciences or Investment Progress with CFP and/or Postgraduate Diploma in Financial Planning Management or BCom (Economics) Regulatory Exam for Representatives ...
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The Recruitment Council
30.08.2024
Chief Financial Officer | Pretoria
Pretoria
... networking and benchmarking and representation on related forums.Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service.Engage with key internal and external stakeholders to identify changing client needs ...
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The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... networking, referrals, cross-selling and warm/cold calling Follow up on leads in respect of sales opportunities Manage business intelligence and business generated leads in a professional and timely manner Customer Service and Relationship Management: Lead analysis initiatives and service ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... networks and create leads and potential clients. Key Relations: Regional Head and All Advisors /Assistants within region/office External clients Qualifications: Certified Financial Planner designation or in the process of acquiring Post graduate diploma in financial planning with board exam or ...
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The Recruitment Council
15.03.2024
Chief Financial Officer | Pretoria
Pretoria
... networking and benchmarking and representation on related forums. Define fair and innovative client service practices which build rewarding relationships, and allows team to provide exceptional client service. Engage with key internal and external stakeholders to identify changing client needs ...
More »
The Recruitment Council
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