Management Consultant Sanlam Talentfinder (Advtech) Jobs in Umhlanga Rocks | 12

... management system and scan all relevant documentation onto the system for record keeping purposes. Process AltRisk applications as and when required according to Sanlam rules 2. Customer Services Ensure the accurate production of all customer portfolio review documentation and reports. ...

... management system and scan all relevant documentation onto the system for record keeping purposes. Process AltRisk applications as and when required according to Sanlam rules2. Customer Services Ensure the accurate production of all customer portfolio review documentation and reports. Regularly ...

... Management 2024-05-10 - 2024-06-09 DUR003060 Admin, Office&Support Finance&Insurance Umhlanga. Completed RE5 and FSP licence with2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship ...

... Management 2024-05-10 - 2024-06-09 DUR003059 Admin, Office & Support Finance & Insurance Umhlanga. Well-established Wealth Management organisation seeks in-house Client Relationship Officer with a Finance / Commerce Degree and 3-5 years working experience in the Financial Services industry to ...

... Management 2024-05-10 - 2024-06-09 DUR003060 Admin, Office & Support Finance & Insurance Umhlanga. Completed RE5 and FSP licence with2-5 years experience in high and ultra-high net wealth investment advisory and planning, financial planning, and estates planning secures Client Relationship ...