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...
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...
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...
'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...
. 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...
. 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...
. 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...
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...
objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant... markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship...
objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant... markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship...
objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant... markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship...
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...
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...
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...
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...
to improve their investment administration experience Gathering client information - internally and externally Working... Pre-completing and formatting various documents Providing timely feedback within a compliance context on investment...
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...