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04.04.2024
Commercial Insurance Business Development Manager | Cape Town
Cape Town
... networking to identify potential clients.Client needs analysed through interviews and/or inspections.Features, advantages, disadvantages fully explained to clients and sales closed.Best product(s) identified and proposed to client.Premiums calculated and payment methods established.Premiums, ...
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The Recruitment Council
04.04.2024
Business Insurance Consultant | Cape Town
Cape Town
... networking, cold calling, and door to door canvasing.Conducting a comprehensive needs analysis for prospective clients.Providing ongoing servicing and support to your individual client base (amendments, renewals, claim registration, etc.).Continuous building of your client base to secure future ...
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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
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
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
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