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14.03.2024
Transfers and Onboarding Consultant | Sandton
Sandton
... sales consultants/RM (targets), IFA and assistants including formal weekly feedback (client level) Manage flow of work in close conjunction with advisor liaison consultant/sales consultant/RM (instructions, queries, requests, rejections) Manage exceptions Log and resolve queries. Be able to ...
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The Recruitment Council
23.06.2024
Financial Advisor Liaison Consultant | Customer Services | Sandton
Sandton
... Consultant in Customer Services to join their team. Responsibilities: Manage flow of work items (Instructions, queries, requests) Resolve rejections via email or telephonic Manage exceptions of internal and external stakeholder Log and resolve queries. Be able to give feedback on relevant ...
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The Recruitment Council
23.06.2024
Client Services Consultant | Asset&Investment Management | Sandton
Sandton
... Consultant. Responsibilities: Provide servicing and support on all portfolio products (Preservation, Pension and Provident Funds, Retirement Annuities, Savings products) as well as Direct Unit Trusts. Communicate with clients on the company’s product range in a courteous and professional manner ...
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The Recruitment Council
27.02.2024
Portfolio Manager | Hedge Funds | Sandton
Sandton
... the complexities of Hedge Funds? An esteemed financial services firm, renowned for its innovative strategies and commitment to excellence, is seeking a talented individual to join its elite team. You will need to drive strategic investment portfolio management for the Fund of Hedge Funds based ...
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The Recruitment Council
28.04.2024
Paraplanner | Sandton
Sandton
... the company’s investments. Roles and Responsibilities: Manage client relationships. Ensure client files comply with POPI, FICA, FAIS legislation requirements. Prepare financial needs analysis: Risk, Pre-retirement and Post-retirement. Prepare investment proposal documents. Review client ...
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The Recruitment Council
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