Business Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Business Description:
Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.
Reference: SW004495-AM-1 A well-established client with offices in Somerset West is seeking to employ a Trust / Client Services Officer. The candidate will form part of the Client Services Team and encompass a wide range of administration duties to an existing portfolio of multi-member pension schem
Role Title : Operations Manager Client Summary : Our client is a trailblazer in the financial services sector, offering bespoke investment management services to elite financial advisors and wealth managers. With a global footprint spanning South Africa, the UK, and Ireland, and managing assets wort
Requirements:
Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record
Introduction one of the 4 major banks in the country. Description Tied Advisor Role Purpose Engage with prospective clients to understand their financial needs. Provide financial advice and recommend Life and Investment products that align with the clients' financial requirements. Accurately record
Qualifications required:
Key Responsibilities:
Key Responsibilities: