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09.06.2024
Junior Client Portfolio Analyst | Johannesburg
Johannesburg
... airs (fact find). Prepare new client reviews and proposals. Prepare and oversee client implementation plans. Maintain and update client lists, provide tax statements when requested and calculate expected CGT. Prepare cash flow forecasts using expected investment returns and cash needs. Ongoing ...
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The Recruitment Council
09.06.2024
Wealth Manager | Kwa-Zulu Natal
Durban
... Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience. 5 to 10 years local and offshore investment management experience. FAIS experience: The preferred candidate must be signed-off on Category 1 FAIS mandates. Sign-off on Category 2 FAIS mandates would be advantageous. ``` ...
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The Recruitment Council
09.06.2024
Field Sales Representative | Insurance | KZN
Durban
... the personal lines insurance space. The individual will advise primarily on motor and household domestic insurance. Responsibilities: Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum Minimum requirement of 8.5 written policies per ...
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The Recruitment Council
09.06.2024
Insure Adviser Assistant | Klerksdorp
Klerksdorp
... The Adviser Admin Assistant is primarily responsible for performing after sales service offering to customers, thereby contributing to the ongoing customer relationship. The focus of the role is to provide quality service and maximise customer retention and referral, in line with the Practice ...
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The Recruitment Council
09.06.2024
Wealth Manager | Kwa-Zulu Natal
Durban
... Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.5 to 10 years local and offshore investment management experience.FAIS experience: The preferred candidate must be signed-off on Category 1 FAIS mandates. Sign-off on Category 2 FAIS mandates would be advantageous.```#J-18808-Ljbffr ...
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The Recruitment Council
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