Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...
My client, and well-respected investment management business seeks a Post-trade Specialist to join their operations team. Good strong team and looking for a specialist who will ensure all trades; equity, fixed income and derivative are accurate, on time and settled.Responsibilities:Action and monitor confirmation and settlement of all tradesEnsure brokers and custodians receive the required infor...
Our client who operates in the investment space seeks a Client Onboarding Manager who will act as representative for the business and essentially be responsible for all aspects of the client life cycle. The ideal individual will be able to tackle unfamiliar challenges, questions and tasks with a proactive and thorough approach, whilst considering impact on the broader business. Responsibilities: ...
My client, and well-respected investment management business seeks a Post-trade Specialist to join their operations team. Good strong team and looking for a specialist who will ensure all trades; equity, fixed income and derivative are accurate, on time and settled. Responsibilities: Action and monitor confirmation and settlement of all trades Ensure brokers and custodians receive the required in...
My client in South Africa is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly qualified and exceptional individuals. They are currently looking...
Short Term Insurance Advisor - Cape TownFull job descriptionLocation: Cape Town and KZN with ability to travel to see clients as may be applicable.We are looking for a competitive Insurance Broker to partake in our business development activities. You will be responsible for finding new customers, promoting and selling our various insurance plans and product offerings.The goal is to steadily forg...
Role: Solution Specialist Category: Broker Consulting Location: Cape Town / Durban Salary: R 300 000 - R 420 000 Per Annum Are you a passionate Solution Specialist looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you to join their dynamic team. You will ...
Short Term Insurance Advisor - Cape TownFull job descriptionPLEASE do not apply for this position unless you have: completed all FSCA regulatory exams, a full NQF 120 credit qualification and 5 years working experience in a similar role.Role SummaryLocation: Cape Town and KZN with ability to travel to see clients as may be applicable.We are looking for a competitive Insurance Broker to partake in...
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