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...
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...
. Client service. Product sales and cross-selling tactics and strategies (client optimisation). Knowledge on the investment... on integrating with the team and understanding the business model. 2. Client service and client retention: Responsible...
. 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...
CONSULTANT for their Cape Town, branch. The purpose of the role is to ensure the high service standard is maintained through... building strong client relationships and delivering excellent client service to our clients and independent financial advisers...
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...
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...
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...
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...
CONSULTANT for their Cape Town, branch. The purpose of the role is to ensure the high service standard is maintained through... building strong client relationships and delivering excellent client service to our clients and independent financial advisers...
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...
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...
'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...