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03.03.2024
Senior Employee Benefits Consultant | Stellenbosch
Stellenbosch
... red. Conduct risk and retirement re-brokes. Prepare and distribute agenda packs for meetings. Manage monthly reconciliations. Provide ongoing feedback to clients. Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings. Develop strong ...
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The Recruitment Council
11.08.2024
Senior Employee Benefits Consultant | Stellenbosch
Stellenbosch
... red.Conduct risk and retirement re-brokes.Prepare and distribute agenda packs for meetings.Manage monthly reconciliations.Provide ongoing feedback to clients.Arrange MANCO meetings and perform secretarial services; agenda pack preparation, minutes, actions from meetings.Develop strong ...
More »
The Recruitment Council
10.08.2024
Private Advisor | Stellenbosch
Stellenbosch
... their search for a highly skilled Private Advisor.Responsibilities:Deliver exceptional experience and education to the companys private clients on basic wealth creation and accumulation.Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual ...
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The Recruitment Council
Today
Wealth Analyst | Stellenbosch
Stellenbosch
... red to clients' unique financial needs and goals.Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.Financial Expertise: ...
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The Recruitment Council
Today
Wealth Analyst | Stellenbosch
Stellenbosch
... red to clients' unique financial needs and goals.Meeting Support: Attend client meetings alongside Wealth Managers, take detailed notes, and follow up on action items.Communication: Prepare insightful meeting recaps and reports, highlighting key takeaways and next steps.Financial Expertise: ...
More »
The Recruitment Council
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