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14.05.2024
Associate – Banking&Investment Support Officer | Cape Town
Cape Town
... the hunt for a dynamic and motivated Associate – Banking&Investment Support Officer to join a prestigious family office company. The successful candidate will form part of the Banking and Investment Support team and ensure a high-quality and consistent client service. The individual will assist ...
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The Recruitment Council
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
22.04.2024
Paraplanner | Cape Town
Cape Town
... their team and provide key support to Wealth Managers through professional, in-depth research and preparation of best practice solutions for client wealth creation and holistic financial wellbeing. Responsibilities: Preparation of Records of Advice for both Local and Offshore Investments and ...
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The Recruitment Council
26.04.2024
Healthcare Administrator | Cape Town
Cape Town
... The position is a combination of administration support, data capture, query resolution processes, client liaison and general office support.Responsibilities:Generate and follow up iComply documentation and update CRMCapturing of:Monthly billing statementsSuspensions and reinstatements ...
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The Recruitment Council
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