Partner Account Manager Jobs in Hillcrest

Headhunters - Hillcrest

Take full responsibility for the implementation of administrative processes and controls in the Financial Planning practice(s) (including all transactions, queries, reporting etc.). Monitoring the submission...

from: jobplacements.com (+1 source) - 18 days ago

Headhunters - Hillcrest

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolios mandate. (Partner and Portfolio Manager are aligned and compliant to mandate)...

from: jobplacements.com (+2 sources) - More than 30 days ago

Hillcrest, eThekwini, ZA

Check and ensure integrity of client data in the various company tools and CRMs. Financial Planning preparation & Client Reviews Complete the necessary training on the Companys preferred financial planning... Monthly

from: adzuna.co.za - More than 30 days ago

Headhunters - Hillcrest, eThekwini, ZA

Point. Experience with XPlan. Good verbal and written communications skills. High energy individual who is customer centric and relationship orientated. Methodical, accurate and have meticulous attention... Monthly

from: adzuna.co.za (+2 sources) - More than 30 days ago

Catch Recruit - Westville, South Africa

Align with the Financial Planning Partner to ensure that the financial plan is integrated with the Private Client Share Portfolio's mandate. (Partner and Portfolio Manager are aligned and compliant to...

from: pnet.co.za - 4 days ago