Manager Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business... Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3 Goal and target motivated Sales and marketing...
Manager Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business.../Marketing degree Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3 Goal and target motivated...
operational and administrative support to the wealth manager, as well as client information gathering – internally and externally... and the full financial needs analysis based on clients' needs and goals; You will be responsible for assisting wealth...
brand reputation crisis managementHave an analytical mindset and are proficient in Meta Business Manager and GA4Are.... We create tailor-made solutions to meet the accounting, wealth, financial, currency and nationality needs of our clients...
focussed on building long-term wealth for their clients. The company's primary goal is to achieve long term wealth creation... manager or financial services provider - this is preferred. Global high performance business. Outstanding leader; smart...
Principal Product Consultant - ClaremontFull job descriptionABOUT US:Kurtosys provides asset and wealth managers... expertise.Self Driver: Ability to assess a project delivery plan and engage with the project manager such that solutions...
female-owned and managed Investment Manager. Since 2009, theyve built a reputation for delivering sustainable wealth creation...About the Company Our client is a trailblazing investment manager with a proud history as South Africas first Black...
female-owned and managed Investment Manager. Since 2009, they’ve built a reputation for delivering sustainable wealth...About the Company Our client is a trailblazing investment manager with a proud history as South Africa’s first Black...
-owned and managed Investment Manager. Since 2009, they’ve built a reputation for delivering sustainable wealth creation... is for you! About the Company Our client is a trailblazing investment manager with a proud history as South Africa’s first Black female...
Principal Product Consultant - ClaremontFull job descriptionABOUT US:Kurtosys provides asset and wealth managers... Driver: Ability to assess a project delivery plan and engage with the project manager such that solutions are fully...
as required based on discussions with your manager: Service delivery and liaison with clients (telephonically and via email) Liaison... functions Experience in a call centre or client service environment RE5 and / or Wealth Management qualification NQF level 5...
with your manager: ·Service delivery and liaison with clients (telephonically and via email) ·Liaison with medical aids to manage... above-mentioned functions ·Experience in a call centre or client service environment ·RE5 and / or Wealth Management qualification...
team dedicated to taking your wealth further. The company is the first Linked Investment Service Provider (LISP) in the...; You will be responsible for portfolio manager support; You will be responsible for portfolio manager mandate monitoring...
, hedge fund or asset manager, or wealth management firm is especially valuable. Hands-on experience implementing... for large institutions in the areas of institutional investment, wealth management and hedge funds. Together we have created the...