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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
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
14.03.2024
Broker Consultant | Cape Town
Cape Town
... their partner relationships in order to deliver end-end business results to ensure optimal business development. Broker Customer Service Provide a quality service to Brokers, while identifying opportunities to secure new business or support retention. Responsibilities may include processing ...
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The Recruitment Council
29.04.2024
Broker Consultant | Cape Town
Cape Town
... the successful candidate will be responsible for building and maintaining the relationship between our Client and Intermediaries/Financial Planners.The successful candidate focus areas would be:Create valuable business partnerships to enhance the business.Manage a panel ofBrokersin your ...
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The Recruitment Council
14.03.2024
Legal Specialist | Cape Town
Cape Town
... the hunt for an accomplished Legal Specialist to join this esteemed independent asset management and investment research group specialising in Global Investment Strategies and Asset Management Services with a focus on multi-generational capital preservation Responsibilities: Review 3rd Party ...
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The Recruitment Council
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