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28.06.2024
Johannesburg: Junior Client Portfolio Analyst | Sandton
Sandton
... hoc investment analysis requests. Check monthly and quarterly reports and liaise with the reporting team on requirements. Reconcile and audit client reports. Prepare quarterly commentary on client portfolios . Assist with any ad hoc requests and general administration involved in maintaining ...
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Bordoli Erben AG
27.06.2024
Johannesburg: Junior Client Portfolio Analyst | Sandton
Sandton
... hoc investment analysis requests. Check monthly and quarterly reports and liaise with the reporting team on requirements. Reconcile and audit client reports. Prepare quarterly commentary on client portfolios . Assist with any ad hoc requests and general administration involved in maintaining ...
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Bordoli Erben AG
12.06.2024
Private Service Advisor
Sandton
... clients Support sales through analysis of client portfolio and pro-active client engagement Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth Identify sales opportunities and ensure effective management of the leads pipeline Report on ...
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RMB
13.06.2024
Private Service Advisor
Sandton
... clients Support sales through analysis of client portfolio and pro-active client engagement Understand and proactively engage to optimise client in terms of benefits, fees, returns and so forth Identify sales opportunities and ensure effective management of the leads pipeline Report on ...
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RMB
25.06.2024
Call Centre Agent Long and Short-Term Insurance Specialist
Sandton
... clients seeking both long and short-term insurance solutions, ensuring compliance with industry regulations and delivering positive customer experiences.Responsibilities:Handle inbound and outbound calls from clients regarding long and short-term insurance products and services.Provide accurate ...
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TRASA Recruitment Agency
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