asset management client's operations team seeks a passionate young investment analyst profile, with presentations and due diligence reports
Are you an Analyst that enjoys working with clients? Here's your opportunity to combine those skills You've gained solid experience as an Investment Analyst, as passionate as you are about investments and research, you also enjoy consulting with and advising clients on how best to structure their investment portfolios managing client investment portfolios. From conducting suitability assessments and preparing client reviews analysis, you'll be at the forefront of ensuring clients' financial goals are met. You'll enjoy the variety
career? We are currently seeking a talented Client Portfolio Analyst to join a prestigious Family Office. The in Johannesburg to manage client investment portfolios by taking the clients specific situation, the agreed preferred vehicles into account. The portfolio analyst will have a close working relationship with the />
Design and evaluate the client experience across various touchpoints in client operations with a focus focus on enhancing client junctions, communication and improving their new business, servicing and claim applying insights to continuously improve the desired client experience. Take ownership of customer experience monitoring and reporting of all functions within client operations functions. Gather and analyse customer insurance industry Previous experience in working with client and/or intermediary service providers. Numeracy
Design and evaluate the client experience across various touchpoints in client operations with a focus focus on enhancing client junctions, communication and improving their new business, servicing and claim applying insights to continuously improve the desired client experience. Take ownership of customer experience monitoring and reporting of all functions within client operations functions. Gather and analyse customer insurance industry Previous experience in working with client and/or intermediary service providers. Numeracy
services to create products that better meet our clients' needs. Our needs-matched life insurance is a first Design and evaluate the client experience across various touchpoints in Client Operations with a focus focus on enhancing client junctions, communication and improving their new business, servicing and claim applying insights to continuously improve the desired client experience. • Take ownership of Customer Experience monitoring and reporting of all functions within Client Operations functions. • Your role may change over
Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst, your advice and support on systems and services to clients across various markets and services, including
Senior Client Service Analyst to join our team. As a seasoned Senior Client Services Analyst, your advice and support on systems and services to clients across various markets and services, including
Design and evaluate the client experience across various touchpoints in Client Operations with a focus
focus on enhancing client junctions, communication and improving their new business, servicing and claim
applying insights to continuously improve the desired client experience.
- Take ownership of Customer Experience
monitoring and reporting of all functions within Client Operations functions.
- Your role may change
report to:
Youll be based within the Client Operations division in Sandton, head office and
Design and evaluate the client experience across various touchpoints in Client Operations with a focus focus on enhancing client junctions, communication and improving their new business, servicing and claim applying insights to continuously improve the desired client experience. - Take ownership of Customer Experience monitoring and reporting of all functions within Client Operations functions. - Your role may change over Who'll you report to: You'll be based within the Client Operations division in Sandton, head office and