Cfp Jobs in Claremont

The Recruitment Council - Claremont, Western Cape (+1 location)

Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons. Provide technical support e.g. performance queries (using Morningstar Direct analysis... R 480 000 - R 600 000 Per Annum

from: jobplacements.com (+1 source) - More than 30 days ago

The Recruitment Council - claremont, Western Cape (+1 location)

Compile supporting documentation to assist Wealth Managers in proposal process, eg: product structure comparisons. Provide technical support e.g. performance queries (using Morningstar Direct analysis...

from: jobplacements.com (+1 source) - More than 30 days ago

The Recruitment Council - CapeTown

Achieving predetermined sales targets across the business by identifying opportunities in the client base to advise clients on approved investment and risk solutions. Informing and educating clients on... R 750 000 - R 2 000 000 Per Annum

from: executiveplacements.com - 6 days ago

The Recruitment Council - claremont, Western Cape

Attend seminars to welcome guests, answer leads and identify business opportunities for follow-up after the seminars. Ensure detailed FNAs in Xplan for all clients based on their needs and reviewed annually... R 480 000 - R 600 000 Per Annum

from: jobplacements.com - More than 30 days ago

The Recruitment Council - CapeTown

This is done by regular update in industry knowledge, working with the team of WMs and coordinating administration of client book with the WMA. Computer Literacy MS Word, Excel & PowerPoint, XPlan or other...

from: jobplacements.com - 4 days ago

Ultra Personnel - Cape Town

Provide the specialist advice in respect of Life Insurance (Death, Disability and Critical Cover) needs. Communicate and receive confirmation from the STI tele-advisor that the appointment has taken place...

from: executiveplacements.com (+3 sources) - 17 days ago

The Recruitment Council - CapeTown

Highly technical and analytical thinking, strong financial acumen, high attention to detail, ability to multitask, professional, trustworthy. Required Education A related BComm degree and a Postgraduate...

from: jobplacements.com - 4 days ago

The Recruitment Council - CapeTown

The main purpose of this role is to deliver exceptional support to a wealth manager, effectively managing deadline-driven tasks, with client-centricity, professionalism, and trust at the core of operations...

from: jobplacements.com - 5 days ago

Network Recruitment - Cape Town

Identify and pursue new business opportunities through market research, networking, and leveraging existing relationships. Monitor industry trends, regulatory changes, and competitor activities to inform...

from: executiveplacements.com (+1 source) - 24 days ago

Network Recruitment - Cape Town

Excellent engagement and negotiation skills Specialization in unit trusts Apply now!

from: executiveplacements.com (+1 source) - More than 30 days ago