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Today
Client Services Consultant | Asset & Investment Management | Sandton
Sandton
... management company as a Client Services 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 ...
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The Recruitment Council
Today
Sanlam Financial Adviser: Provisory MOB
South Africa,
... management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently ...
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Sanlam Limited
Today
Sanlam Financial Adviser - Peak MO Bluestar
Johannesburg
... management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively - Contributing independently Tech savvy - Contributing independently Action orientated - Contributing independently Interpersonal savvy - Contributing independently ...
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Sanlam Limited
Today
Head of Finance Operations | Centurion
Centurion
... Management:Build and maintain relationships with stakeholders (Product Houses; Channels; Finance; etc.).Drive efforts to improve service to all stakeholders and fair treatment within the area of responsibility.Manage the client’s commission month-end close-off procedures with ...
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The Recruitment Council
Today
Sanlam Short term financial advisor: National positions
Wes-Kaap
... management to maintain a profitable portfolio. Undertake Relevant Behaviours To Attain Targets Relating To Adhering to compliance and ensuring comprehensive Record of Advice completion. Promoting the Sanlam and Santam brand. Treating customers fairly in all client engagements. Aligning the role ...
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Sanlam Limited
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