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28.04.2024
Paraplanner | Pretoria
Pretoria
... the strategy as outlined by the adviser, and the customer’s needs, objectives and risk tolerance. All documents must meet compliance requirements and the relevant legislation, and comply with the company standard documents, policies and procedures. Prepare statement of advice documentation as ...
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The Recruitment Council
30.08.2024
Chief Financial Officer | Pretoria
Pretoria
... exceptional client service.Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs.Contribute to a client service excellence culture which builds enduring relationships and allows team to provide ...
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The Recruitment Council
14.03.2024
Employee Benefits Key Accounts Executive | Pretoria
Pretoria
... ther clients while building and maintaining relationships with them. Responsibilities: Revenue generation New Business: Sell the client’s products through sales leads through networking, referrals, cross-selling and warm/cold calling Follow up on leads in respect of sales opportunities Manage ...
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The Recruitment Council
14.03.2024
Junior Financial Advisor – Pretoria
Pretoria
... their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentations and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new business. Be ...
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The Recruitment Council
15.03.2024
Chief Financial Officer | Pretoria
Pretoria
... exceptional client service. Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs. Contribute to a client service excellence culture which builds enduring relationships and allows team to provide ...
More »
The Recruitment Council
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