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08.06.2024
Wealth Manager | Claremont
Cape Town
... Network and obtain referrals.Ensure that there are a set number of appointments to be seen.Evaluate the closing ratio to the set number of appointments received and implement the relevant strategy to address it, should it not be achieved.Ensure invites to the company's Quarterly seminars are ...
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The Recruitment Council
08.06.2024
New Business Development Manager
Cape Town
... networking to identify potential clients. Client needs analyzed through interviews and/or inspections. Features, advantages, disadvantages fully explained to clients and sales closed. Best product(s) identified and proposed to the client. Premiums calculated and payment methods established. ...
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The Recruitment Council
05.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists.Responsibilities:Personal and Juristic Transactional bankingStructured LendingLocal and offshore Wealth ManagementCash ...
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The Recruitment Council
03.03.2024
Head of Wealth and Financial Planning | Cape Town
Cape Town
... their team as Head of Wealth and Financial Planning. You will be responsible for client engagement. You will also be leading a cross-functional team of Advisory specialists. Responsibilities: Personal and Juristic Transactional banking Structured Lending Local and offshore Wealth Management ...
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The Recruitment Council
04.04.2024
Salaried Wealth Manager | Cape Town
Cape Town
... Networking:Proactively identify opportunities for business growth within the existing client base.Grow the business through networking to foster professional connections and promote the firm, ongoing client interaction and relationship management, referrals, and servicing supplied ...
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The Recruitment Council
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