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20.09.2024
Paraplanner | Rondebosch
Cape Town
... The Paraplanner will provide crucial technical support to a Trust Officer (Financial Advisor) and their assistant, contributing to client portfolio analysis, advisory support, and investment planning.Key Responsibilities:Conduct research and analysis on client investment portfolios to support ...
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The Recruitment Council
Yesterday
Wealth Analyst | Stellenbosch
Stellenbosch
Our client are seeking a highly motivated Wealth Analyst to join our team of financial professionals. You'll play a pivotal role in delivering exceptional service to our high-net-worth clients.Responsibilities:Client Engagement: Build strong relationships with clients, conduct portfolio reviews, and ...
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The Recruitment Council
Yesterday
Senior Administrator | Claremont
Cape Town
... the financial services industry and products.Familiarity with retirement funds and life products.Personal Attributes:Excellent interpersonal skills.Client-oriented.High emotional intelligence.Key Performance Areas / Strategic Business Deliverables:Technical Oversight and Regulatory ...
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The Recruitment Council
Yesterday
Private Advisor | George
George
... their search for a highly skilled Private Advisor.Responsibilities:Deliver exceptional experience and education to the companys private clients on basic wealth creation and accumulation.Increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual ...
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The Recruitment Council
Yesterday
Branch Supervisor | Tabankulu
Tabankulu
... the banks products.Retain existing clients, acquire new ones, and reactivate dormant accounts.Meet and exceed sales targets as set by management.Sales Activities:Introduce and sell new products.Engage in tele-sales, generate leads, and follow up on prospective clients.Keep clients informed ...
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The Recruitment Council
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