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03.03.2024
Senior Employee Benefits Consultant | Stellenbosch
Stellenbosch
... pendently manage and consult on client portfolios. Establish and maintain relationships with key decision makers. Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund. Effective management of service ...
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The Recruitment Council
17.09.2024
Salaried Wealth Advisor | Stellenbosch
Stellenbosch
... the ability to drive the financial planning practice within the business. Key Responsibilities: Provide tailored wealth planning services, with a focus on investments, risk, business, and fiduciary matters. Acquire and manage a portfolio of high-net-worth clients through effective ...
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The Recruitment Council
17.09.2024
Salaried Wealth Advisor | Stellenbosch
Stellenbosch
... the ability to drive the financial planning practice within the business.Key Responsibilities:Provide tailored wealth planning services, with a focus on investments, risk, business, and fiduciary matters.Acquire and manage a portfolio of high-net-worth clients through effective ...
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The Recruitment Council
10.08.2024
Private Advisor | Stellenbosch
Stellenbosch
... penness.Ensure growth and increase in customer base by ensuring the management of existing clients, generating new leads and growing active customer account base.Comply with relevant statutory, legislative, policy and governance requirements as well as set processes and procedures related to ...
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The Recruitment Council
09.08.2024
Wealth Analyst | Stellenbosch
Stellenbosch
Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You'll play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and ...
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The Recruitment Council
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