company and manages other staff members within the account management teams. You will be strategically responsible.... Previous recent experience working in an agency environment at Senior Account Manager / Account Director Level. Digital native...
an experienced Account Manager to drive new client acquisition, retention, and growth within the Wealth Financial Advice segment... (required) Professional Skills and Competencies Sales & Account Management – Proven ability to drive revenue growth, manage pipelines...
and escalate any exceptions to management. Attending to email and telephonic enquiries from Wealth Managers and assistants.... Consulting with different Service Providers to ensure smooth account opening process. Ensure adherence to regulatory...
smooth account opening process. Ensure adherence to regulatory requirements and internal compliance policies in all client... as per FSCA requirements. Coordinate and follow up discrepancies and escalate any exceptions to management. Attending...
saver account Attend to client complaints and enquiries in consultation with Wealth Manager/Advisor General...Job Summary Your: Formal Education: Matric NQF 5 & 6 would be advantageous (In Wealth Management) Experience...
expertise in investment management, fund management, and private wealth management. This role is pivotal in strengthening... while driving revenue growth through strategic account management, retention, and expansion. This role requires...
and manages other staff members within the account management teams. You will be strategically responsible for developing... recent experience working in an agency environment at Senior Account Manager / Account Director Level. Digital native...
in our people. Join us in creating a new standard for wealth management: About the Role A Senior Client Support Manager plays... field. 5+ years of experience in Financial industry with focus on the account management. Proven experience...
closely with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist... Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The...
covers the full spectrum of bespoke wealth and portfolio management solutions, including but not limited to Equity, Multi.... A strong strategic mindset, deep investment expertise, combined with wealth management experience, is essential. The role includes the...
assessment on Paraplanner readiness) Work closely with Assistants, Product Provider support people, Wealth Account Managers...Purpose of role: Financial Planning Partner & Partner Operations Manager (matrix reporting lines); Strong liaison...
ways to capture data information (capturing sheets, etc.). Produce clients comprehensive wealth position. Management... with Assistants, Product Provider support people, Wealth Account Managers and Broker Consultant to assist your Financial Planning...