Job Title Investment Service Consultant | Retail Client Services Description The Investment Service Consultant... for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients...
business transactions such as contributions, withdrawals, and investment adjustments. Provide best-in-class client service... service standards by fostering strong client relationships and delivering exceptional service. You will ensure efficient...
by fostering strong client relationships and delivering exceptional service. You will ensure efficient processing of all investment... such as contributions, withdrawals, and investment adjustments. Provide best-in-class client service through call and email interactions...
by fostering strong client relationships and delivering exceptional service. You will ensure efficient processing of all investment... such as contributions, withdrawals, and investment adjustments. Provide best-in-class client service through call and email interactions...
Job Summary One of the TOP banks in S.A. is seeking an experienced Customer Service / Client Service Consultant... 2 years' experience within a Client Service role within asset management sector / wealth sector Must have experience...
client queries, providing information about investment products and services. - Education and Guidance: Help clients...Job Title: Graduate Investment Consultant Location: Cape Town Company: Tasiso Consulting Job Summary The...
Are you interested in joining a well-established National Investment Company to use your client services experience... or have studied in finance, this is a great opportunity to start a new career in the investment sector. This role will focus...
Advisor Liaison Consultant - Retail Investments - Cape TownJob SummaryThe client liaison team is responsible for the... services as well as general queries regarding their client’s investments. Our client advocates excellent client service...
relating to our clients' products, processes, transactions, web services as well as general queries regarding their client...Job Summary The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter...
to our clients' products, processes, transactions, web services as well as general queries regarding their client's investments...The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating...
to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments...The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating...
to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments...The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating...
, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY... objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant...
, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY... objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant...
, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY... objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant...
Business Development Consultant Cape Town Our financial Services client is looking for a Business Consultant... / Business Development Consultant with solid sales experience. Must have experience working with Independent Financial Advisors...
Job Summary Business Development Consultant Cape Town Our financial Services client is looking for a Business... Consultant / Business Development Consultant with solid sales experience. Must have experience working with Independent Financial...
Business Development Consultant Cape Town Our financial Services client is looking for a Business Consultant... / Business Development Consultant with solid sales experience. Must have experience working with Independent Financial Advisors...
Business Development Consultant Cape Town Our financial Services client is looking for a Business Consultant... / Business Development Consultant with solid sales experience. Must have experience working with Independent Financial Advisors...
managers with managing new and existing clients. You will be responsible for drafting client investment proposals, records...; You have a minimum of 2 – 3 years current, relevant experience in financial services ideally in a client servicing role; You are proficient...