Who are we?MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella all managed online. We are positive that with the right people on board, we will continue to gro...
Description This role is accountable for ensuring that the Unit Trust Management Companies comply with the Industry Regulatory frameworks. The incumbent will be required to manage and drives the implementation and governance of the regulatory framework between key service providers, Investment Managers, Regulatory bodies, administrators and Old Mutual, including negotiations, contracting, service...
Responsibilities:Develop and implement strategic plans to achieve business growth objectives in alignment with the company's overall goals and targets.Identify and pursue new business opportunities within the banking sector, including but not limited to corporate clients, financial institutions, and other key stakeholders.Build and maintain strong relationships with existing clients while activel...
Gauteng, Pretoria EastCLIENT SERVICE CONSULTANT Pretoria EastR18 000*Must have RE5 & FAIS Qualification*Are you passionate about exceeding expectations and building lasting relationships?In this dynamic role, you'll be the hero of my clients stories. You'll provide exceptional customer service, ensuring every interaction (calls, emails, faxes) exceeds excellence ethos and are focused on resolving...
Description Are you a Senior Asset Manager with extensive exposure to and experience with project financed deals and high stakes infrastructure assets? Our client, a leading provider of renewable energy solutions in Africa, is seeking an individual whose expertise lies in the managing of the financial and commercial side of large-scale assets (ideally in the renewable energy industry).You would o...
Client Services Administrator Sandton Our Financial Services client is looking for a young dynamic Client Services Administrator with 2-3 years of experience. Minimum requirementsMatric with a qualification or busy with2-3 years of experience in the Financial Planning / Financial Services IndustryStrong Administrative SkillsAttention to detailStrong client service ethicAbility to communicate with...
Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designe...
Job Details:Title: Client Service ConsultantLocation: Pretoria, GautengPermanent: YesFull time: YesIndustry: Insurance Salary / CTC: R 18 000Reports to: Call Centre ManagerJob Description:The overall purpose of the Client Service Consultant is to provide exceptional customer service by ensuring all interactions with clients (making and taking calls, e-mails, faxes) are underpinned by Our Client s...
Job Description A support resource team in delivery of standardised aspects of services to internal business especially on: Processing of Client Acceptance and Continuance which include Know Your Client (KYC); Anti-Corruption and Anti-Money Laundering (AC/AML) checks. Other ad-hoc tasks. To ensure that all client acceptance and continuance checks are completed accurately. To ensure that all clien...
Who are we?Sanlam Developing Markets SDM (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life c...
Overview Financial Advisor/ Trust OfficerHire Resolve s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and t...
Financial Advisor/ Trust OfficerHire Resolve s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the abilit...
Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry. As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their financial goals, develop customized financial...
Description: Marsh McLennan is seeking candidates for the following position based in the Johannesburg office: Associate Client ExecutiveWhat can you expect:You will be focusing on delivering exceptional service to support our delivery of value to a portfolio of large, listed businesses in South Africa.You will be knowledgeable in insurance broking and you will support the Senior Client Executive...
Job DescriptionThe Santam Direct Call Centre has a position available for a First Line Manager in the Client Engagement department. The role is based in Bellville, Cape Town. The purpose of this role is to ensure that the client services service levels are maintained within Contact Centre. Lead and manage a team of Client Service Consultants within the larger Client Services team. The incumbent m...
Who are we?Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designe...
1. Mission/ Core purpose of the JobThe business requires a well experienced and highly professional Technical Project Manager to assist with managing the implementation of Fixed Line Projects within the region. The role of the Technical Project Manager is critical within the region and will work alongside the vendors, other ISPs, customer project managers and planning teams. The role requires a c...
The overall purpose of the Client Service Consultant is to provide exceptional customer service by ensuring all interactions with clients (making and taking calls, e-mails, faxes) are underpinned by the company's Client Service excellence ethos and are focused on resolving their issues, protecting their dreams, and servicing all their relevant needs efficiently and professionally. Duties: Provide...
Description We are looking for a junior Investment Analyst with extensive project finance modelling and analysis experience. Our client is a leading independent financial advisor and capital raising entity within the renewable energy industry. Their focus lies in infrastructure resources across Africa and emerging markets.Our ideal candidate can build and maintain financial models and various due...
Employ Africa is a conglomerate of companies delivering a suite of services. Among our primary focus is aiding clients with staff contracts and payroll solutions across Africa. We're currently in search of candidates to serve as an Assistant to the Client Manager, who will be dedicated to the upkeep and servicing of our existing accounts. (Please note that this is a non-sales/marketing position.)...
Job Description Our client, a dynamic investment boutique team, seeks an exceptional and experienced Client Onboarding Specialist to join them! This role requires someone who is able to provide a high level and high quality client experience to their clients. This team has experienced great growth, and is looking for a suitable candidate who not only brings with them previous relevant experience,...
Description When it comes to building finance-asset models, do run circles around every other self-proclaimed expert in the field? Does your CV boast extensive experience in the energy, project finance, or business valuations field? If yes, we want to hear from you!Our client, one of the largest IPPS in Africa, is looking for an Asset Financial Modeler whose expertise will assist them in continui...
This remote role is an exciting opportunity for a highly analytical person with strong client services and a knack for troubleshooting. Viable candidates must have experience in the f inancial investments/ asset management industry. This Client Support Data Engineer will work closely with one of the company's clients to ensure that the company implementation is supported and includes data manipul...
Job Description Under minimum supervision, drive, and support Compliance, Financial Crime & Commercial functions by attending to Compliance, objectives, requirements, and reporting obligations & Commercial Contracting as well as other Commercial initiatives as and when required and Financial Crime obligations as applicable to the West Africa region. Preparation, administration, and execution of a...
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