advertisements
11.08.2024
Client Services Consultant | Asset & Investment Management | Sandton
Sandton
... 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 professional manner ...
More »
The Recruitment Council
23.06.2024
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... Consultant in Customer Services to join their team. Responsibilities: Manage flow of work items (Instructions, queries, requests) Resolve rejections via email or telephonic Manage exceptions of internal and external stakeholder Log and resolve queries. Be able to give feedback on relevant ...
More »
The Recruitment Council
23.06.2024
Client Services Consultant | Asset&Investment Management | Sandton
Sandton
... 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 professional manner ...
More »
The Recruitment Council
11.08.2024
Head of Tied Distribution | Sandton
Sandton
... sales operations.Sales (Manager):Oversee the implementation of the Advisory Sales strategy. Sell complex, often customised products and services to significant customers and/or manage a significant sales department.Business Planning:Lead the development and ensure alignment of annual and ...
More »
The Recruitment Council
11.08.2024
Paraplanner | Sandton
Sandton
... the company’s investments.Roles and Responsibilities:Manage client relationships.Ensure client files comply with POPI, FICA, FAIS legislation requirements.Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement.Prepare investment proposal documents.Review client portfolios ...
More »
The Recruitment Council
advertisements