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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
17.09.2024
Salaried Wealth Advisor | Stellenbosch
Stellenbosch
... red 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 relationship-building and proactive management. Conduct regular client reviews, ensuring alignment with their evolving ...
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The Recruitment Council
17.09.2024
Salaried Wealth Advisor | Stellenbosch
Stellenbosch
... red 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 relationship-building and proactive management.Conduct regular client reviews, ensuring alignment with their evolving ...
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The Recruitment Council
05.07.2024
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
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
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