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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
Yesterday
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 ...
More »
Bordoli Erben AG
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
Yesterday
Client Experience Specialist | Sandton
Sandton
... client and consumer behaviour through foresight, customer insights and analytics, and enabling business to achieve its objectives by putting Client first. To operationalize Client Experience strategy and enhance client user experience based on identified gaps in client journeys and voice of ...
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The Recruitment Council
23.06.2024
Client Services Consultant | Asset&Investment Management | Sandton
Sandton
... Client Services Consultant. Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts. Communicate with clients on the company’s product range in a courteous and ...
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The Recruitment Council
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