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Keywords: Investment Service Consultant, Location: Cape Town, Western Cape

Page: 1

Investment Service Consultant

Job Title: Graduate Investment Consultant Location: Cape Town Company: Tasiso Consulting Job Summary The... Graduate Investment Consultant role is an entry-level opportunity designed for recent graduates passionate about investments...

Posted Date: 11 Feb 2025
Salary: R18000 - 25000 per month

Investment Service Consultant | Retail Client Services

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...

Company: Allan Gray
Posted Date: 03 Jan 2025

Investment Client Services Consultant

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...

Posted Date: 21 Feb 2025

Investment Client Services Consultant

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...

Posted Date: 20 Feb 2025

Advisor Liaison Consultant - Retail Investments

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...

Company: JTJ Group
Posted Date: 06 Feb 2025

Advisor Liaison Consultant - Retail Investments

's investments. Our client advocates excellent client service and strives to be the number one service provider in industry.... They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service...

Posted Date: 12 Jan 2025

Advisor Liaison Consultant - Retail Investments

. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote... an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering...

Posted Date: 11 Jan 2025

Advisor Liaison Consultant - Retail Investments

. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote... an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering...

Posted Date: 11 Jan 2025

Advisor Liaison Consultant - Retail Investments

. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote... an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering...

Posted Date: 10 Jan 2025

Pipeline - Client Service / Customer Service / Financial Advisor / Codes Administrator (12-month contract) - Asset management - Investment - Banking - Wealth

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...

Posted Date: 01 Dec 2024
Salary: R15000 per month

Broker Business Consultant (Western Cape)

Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience... would like to fill the above-mentioned role. As a Broker Consultant, you will play a pivotal role in building and maintaining...

Company: Sanlam
Posted Date: 14 Feb 2025

INTERNAL CONSULTANT – PRIVATE BANK – REF9595

consultant to join their team. JOB DESCRIPTION WILL INCLUDE BUT NOT BE LIMITED TO: You will be responsible for providing... managers with managing new and existing clients. You will be responsible for drafting client investment proposals, records...

Posted Date: 13 Feb 2025

Talent Pool: Retail Business Consultant (Cape Town)

Closing Date 2025/06/30 Reference Number MMH221103-12 Job Title Talent Pool: Retail Business Consultant (Cape Town... of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...

Posted Date: 24 Jan 2025

Talent Pool: Retail Business Consultant (Cape Town)

Closing Date 2025/06/30 Reference Number MMH221103-12 Job Title Talent Pool: Retail Business Consultant (Cape Town... of the retail insurance, savings, and investment markets in SA. Disclaimer As an applicant, please verify the legitimacy...

Posted Date: 24 Jan 2025

Internal Consultant (Private Banking) - Stellenbosch

their investment administration experience Gathering client information - internally and externally Working with external vendors... and formatting various documents Providing timely feedback within a compliance context on investment reviews, client remediation...

Posted Date: 06 Feb 2025

Internal Consultant (Private Banking) - Stellenbosch

their investment administration experience Gathering client information – internally and externally Working with external vendors... and formatting various documents Providing timely feedback within a compliance context on investment reviews, client remediation...

Posted Date: 06 Feb 2025

Internal Consultant (Private Banking) - Stellenbosch

their investment administration experience Gathering client information - internally and externally Working with external vendors... and formatting various documents Providing timely feedback within a compliance context on investment reviews, client remediation...

Posted Date: 06 Feb 2025

Retail Operations Consultant

's retail investment offering. The purpose of the role is to ensure the high service standard at at the client is maintained... through building strong client relationships and delivering excellent client service to our clients and independent financial...

Posted Date: 20 Jan 2025
Salary: R16000 - 19000 per month

Retail Operations Consultant

investment offering. The purpose of the role is to ensure the high service standard at at the client is maintained through... changes to their investment ? Providing clients and advisers with a superior level of client service through call...

Posted Date: 19 Jan 2025

Retail Operations Consultant

investment offering. The purpose of the role is to ensure the high service standard at at the client is maintained through... changes to their investment ? Providing clients and advisers with a superior level of client service through call...

Posted Date: 18 Jan 2025