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Business Segment: Personal & Private Banking To be accountable for a portfolio of ultra high value clients and Family Office clients characterised by complex transactions, by providing bespoke financial advice regarding their long-term wealth, Investment Planning, Estate planning, enabled by optimal ...

... Consultant: NineBroodrykJob Description:Building and maintaining relationships with new and existing clients, including regular visits.Negotiating new contracts.Negotiate transport rates with clients and transporters.Manage volumes.Understand the running cost of a vehicle to determine ...

... is committed to diversity and, where feasible, all appointments will support the achievement of our employment equity goals. Capitec Bank is an authorised financial services provider (FSP 46669) and registered credit provider (NCRCP13). Capitec Bank Limited Reg. No: ...

... Sales: Following up on quote requests, taking inbound calls, and assisting customers to take out policies or add additional coverage to their existing policies.Reporting and Administration: Ensuring all internal and external processes are followed, allowing for accurate reporting and meeting ...

... Sales Tracking of new listings.Monthly calculations relating to sales for Finance purposes.Update Rep Order Sheets.Load/capture/import all deals on system and portal accurately.Review Daily EDI Order discrepancies and take corrective action.Principal/Customer reporting support as requested.Key ...