experience specifically in the financial services industry Is REQUIRED e.g. advisor /consultant MUST HAVE Previous working... experience in marketing and selling of financial products/solutions e.g. Investments ,retirement cover, life cover ,funeral cover...
as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats... Contribute to the financial planning process within area. Identify opportunities to enhance cost effectiveness and increase...
What being part of the Sigma Family means for you: Performance Coach Are you a current Banking Expert Advisor who... and knowledge stays relevant so as you can coach our future banking experts. Working in our financial services campaign...
as a trusted and loyal advisor regarding business challenges stakeholders are facing, by identifying competitive threats... Contribute to the financial planning process within area. Identify opportunities to enhance cost effectiveness and increase...
: 5+ years’ experience in the investment financial services industry is essential 3+ Experience in the broker support... with/remind the Wealth Manager/Advisor Handling of retirement claims, mainly focusing on Public sector funds. Section 14...
appointments for a financial advisor . RESPONSIBILITIES: Lead generation Making appointments to fill up the advisors diary... confirmed appointments per day for the advisor. REQUIREMENTS: You need to possess a positive, upbeat...
as a Customer Service Advisor working on an internationally innovative campaign with a salary of R9000 which includes a campaign... This Customer Service Advisor role at Concentrix is a great match if you: Have at least 12 months experience working...
and delivering measurable results. In this role, you’ll act as a trusted advisor, managing relationships with key stakeholders... strategic and financial targets. Requirements for this Client Success Manager job in Cape Town: 5+ years in a client-facing...
by maximizing the potential of top-performing financial advisors. This role focuses on developing and executing Value Creation Plans... (VCPs) as the first priority, followed by strategic advisor recruitment and the management of Network Company (NetCo...
potential of top-performing financial advisors. This role focuses on developing and executing Value Creation Plans (VCPs) as the... first priority, followed by strategic advisor recruitment and the management of Network Company (NetCo) agreements...
operations team and fostering seamless adoption of new technologies. Digital Competence Advocacy: Act as an advisor to the... with financial goals. Skills: Strong leadership, communication, and interpersonal skills In-depth knowledge of operational...
Consultant at Kurtosys Kurtosys, a leading fintech company empowering global financial institutions, is seeking a passionate.... This is your chance to shape the future of how financial institutions engage with their audiences in the digital space. What Makes...
at KurtosysKurtosys, a leading fintech company empowering global financial institutions, is seeking a passionate Senior Product Consultant... to shape the future of how financial institutions engage with their audiences in the digital space. What Makes This Role...
to ensure the financial function is running smoothly in the clients’ business, Being a trusted advisor and taking ownership... balances ready for preparing financial statements Preparation and finalization of financial statements including drawing up...
in securing investment properties, and achieve financial success. In addition to a stable base salary, this role offers lucrative...:Minimum of 2 years current proven experience as a Bond Originator or in property finance.as a Bond Originator / Mortgage Advisor...
with experience as a Paraplanner or Junior Advisor to join our client's team in Bellville. The successful candidate will assist... and organize data required for client reviews, financial planning, and presentations. o Maintain and update client files...
team as a Customer Support Advisor working on an internationally innovative campaign with a salary of R7166.25 With game... This Customer Support Advisor role at Concentrix is a great match if you: Have a minimum of 6 months international Call Centre...
range tailored to the needs of financial and other service providers, we help clients to differentiate their products, optimise brand... offerings and retain valuable customers globally.Priority Pass is used by the world's largest financial services organisations...
up on advisor requests and queries in a timely manner and ensuring service standards are met. Presenting to advisors... within Financial Services focusing on Investments CFP RE5 Ability to work in a team Computer literacy CORE COMPETENCIES...
with Client Service and Advisor Liaison Consultants to resolve all instructions if and when required Ensure forms are completed...) Requirements: Relevant 1 - 2 years' working experience Relevant degree/diploma (advantage) Financial Services experience...