strategy to ensure sustainable growth and business development. Lead and develop relationships with key clients to build long... for business development opportunities. Develops and maintains a strong business pipeline for Regional Accounts and expands...
´s sales strategy to ensure sustainable growth and business development. Lead and develop relationships with key clients... and introducing affilaites for business development opportunities. Develops and maintains a strong business pipeline for Regional...
) Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management Minimum 3–5 years relevant administration experience... in a financial services environment (investments & long-term insurance) Proven experience in new business processing and client...
of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments... and commitment that have come to distinguish Glacier. What will you do? The Client Service Consultant Operations...
's portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through... as requested by the Retail Branch Manager. Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth...
's portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through... as requested by the Retail Branch Manager. Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth...
, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute... within insurance branches an advantage Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management...
, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute... within insurance branches an advantage Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth Management...
's portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through... as requested by the Retail Branch Manager. Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth...
more than R500bn of assets. We are focused on generating long-term wealth for our clients, who include individuals, retirement... products and life insurance investment pools or in segregated portfolios across both the Institutional and Retail business...
's portfolio accordingly. Validate client details in line with product and regulatory requirements. Submit new business through... as requested by the Retail Branch Manager. Qualifications Matric (Grade 12) RE5 advantageous FAIS Compliant (Wealth...
An established independent Financial Advisory business based in Stellenbosch, Western Cape is seeking to employ... with an existing client book looking to join a new business with solid admin structures. The ideal customer focused, service...
, innovate, and make an impact. Job Description The Employment Equity Consultant ensures that clients' Employment Equity...-to-day compliance related queries and maintains a great relationship with clients that enable introductions to new business...