Job Summary Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the…
Job Summary Our client, a renowned Corporate Insurance Firm, is on the lookout for a Strategic Account Manager to drive business growth within the Commercial Insurance Sector. Your role as the strategic account manager is to provide specialised information and…
Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the financial services…
Join a leading Financial Services firm in their quest for excellence! Are you a skilled Data Warehousing Specialist seeking an exciting opportunity to make a significant impact? Our client, a prominent player in the financial industry, is actively seeking a…
Job Summary Are you passionate about marketing and looking to take your career to the next level? We have an incredible opportunity for a talented Marketing Coordinator to join a leading Financial Services company! Responsibilities: Project management of marketing deliverables…
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:…
Job Summary Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.…
Job Summary Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.…
Job Summary Join a leading Financial Services firm in their quest for excellence! Are you a skilled Data Warehousing Specialist seeking an exciting opportunity to make a significant impact? Our client, a prominent player in the financial industry, is actively…
Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers, regarding the possibility of joining their business.Qualifications and Experience:…
Job Summary Unlock unparalleled growth opportunities and take your career to new heights with our client as a Portfolio Manager where you will be constructing and managing investment portfolios based on the investment mandate and client requirements and within the…
Job Summary Key Areas of Responsibilities Responsible for delivering on the agreed plan for the business unit/ area of specialty in line with our client\'s strategy Responsible for leading, developing and improving the day to day client relationship of high…
Job Summary Are you an experienced Compliance Officer with a passion for ensuring regulatory adherence in the financial industry? An esteemed Banking Institution is currently seeking a dynamic and skilled professional to join their Compliance team. To monitor and provide…
Job Summary Are you a seasoned Group Underwriting Manager looking to elevate your career with a trailblazing financial services organization? Our Client, a dynamic industry leader, renowned for its commitment to innovation, integrity, and client satisfaction is looking for the…
Job Summary Are you a seasoned professional in operations management, ready to make a significant impact in the financial services industry? Our client is seeking a dynamic and accomplished Head of Operations to drive key initiatives and enhance operational efficiency:…
Job Summary Are you a seasoned professional in operations management, ready to make a significant impact in the financial services industry? Our client is seeking a dynamic and accomplished Head of Operations to drive key initiatives and enhance operational efficiency:…
Job Summary Join this boutique asset manager as a COO. The successful individual will be responsible for a broad level of operational duties that range from hands on day to day management of all staff , providing strategic advice, identifying,…
Job Summary Join this boutique asset manager as a COO. The successful individual will be responsible for a broad level of operational duties that range from hands on day to day management of all staff , providing strategic advice, identifying,…
Job Summary Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the…
Job Summary Our client is looking for passionate, tech savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the clients broker proposition, attracting,…
Job Summary Are you a Digital Marketing and Implementation Specialist with a passion for driving online success? An esteemed Financial Services company is seeking a dynamic professional to join their team, you will be engaging at a meaningful level across…
Job Summary A unique opportunity to join one of South Africas largest FSPs as a Senior Java Developer where you will be responsible for Developing, maintaining and supporting mission critical, enterprise grade software applications that improve business efficiency and are…
Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the financial services…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and potential new clients) Arrange appointments with clients (on site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records)…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
Our client is an FSP and cutting edge insurance technology company that designs and sells great value, simple life insurance products in South Africa. The business has a strong sense of purpose and has always aspired to do good while…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
Key responsibilities \xef\x82\xb7 Preparation of Records of Advice for both Local and Offshore Investments and Long Term Assurance \xef\x82\xb7 Preparation of Financial Plans (Death, Disability, Retirement and Estate) \xef\x82\xb7 Investment Portfolio and underlying Fund Investigations and formulating of ideas for…
Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and potential new clients) Arrange appointments with clients (on site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records)…
The successful candidate will be responsible for translating and operationalizing the companys strategy to develop and implement a new generation PSA (Product Supplier Agents) channel. The role is accountable for footprint growth and client expansion while using social media, digital…
Responsibilities and work outputs \xef\x82\xb7 Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum \xef\x82\xb7 Minimum requirement of 8.5 written policies per month \xef\x82\xb7 Maintain and update your Lead Generation Matrix on…
Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and potential new clients) Arrange appointments with clients (on site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records)…
Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and potential new clients) Arrange appointments with clients (on site meetings) Maintain MyPractice System Manage Administrative Documentation (detailed records)…
Responsibilities and work outputs \xef\x82\xb7 Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum \xef\x82\xb7 Minimum requirement of 8.5 written policies per month \xef\x82\xb7 Maintain and update your Lead Generation Matrix on…
Responsibilities and work outputs \xef\x82\xb7 Source sufficient lead generating opportunities to ensure 10 client quotes per week and 40 per month minimum \xef\x82\xb7 Minimum requirement of 8.5 written policies per month \xef\x82\xb7 Maintain and update your Lead Generation Matrix on…
Our client is an FSP and cutting edge insurance technology company that designs and sells great value, simple life insurance products in South Africa. The business has a strong sense of purpose and has always aspired to do good while…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
RESPONSIBILITIES Sales Opportunities Creation Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance…
Introduction The Retail Life Insurance department is looking for a self driven, dynamic sales professional who wants to grow their career in supporting clients to financial health. Our client provides life cover to clients in South Africa. Their product aim…
Summary The role of the Strategic Operations & Projects Lead is to develop and implement long term operational strategies and ensure that high impact initiatives are executed effectively on a daily basis. Oversee and support successful operational performance of company…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
RESPONSIBILITIES Sales Opportunities Creation Develop a personal network within the sales territory and represent the organization at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organization, and enhance…
Key Areas of Responsibilities Responsible for being the primary point of contact for clients Contributes to and provides input into the entire client life cycle, including renewals, endorsements and/or cancellations. Works with New Business Development Executive to generate and co…
PRINCIPLE ACCOUNTABILITIES 1. New Business Development and Marketing o Devise medium term investment strategy to meet the growth of assets under management within a timeframe of 6 to 18 months. o Identify, develop and source new relationships with investment clients…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
The focus of the role is to provide thought leadership on Wealth management and advice processes and to promote and operationalise vertical integration of the wealth management strategy, with the ultimate aim of enabling financial advisers to manage and enhance…
Our client is an FSP and cutting edge insurance technology company that designs and sells great value, simple life insurance products in South Africa. The business has a strong sense of purpose and has always aspired to do good while…
RESPONSIBILITIES Business Development Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed. Customer…
Key Areas of Responsibilities Responsible for delivering on the agreed plan for the business unit/ area of specialty in line with our client\'s strategy Responsible for leading, developing and improving the day to day client relationship of high premium clients…
Key responsibilities \xef\x82\xb7 Preparation of Records of Advice for both Local and Offshore Investments and Long Term Assurance \xef\x82\xb7 Preparation of Financial Plans (Death, Disability, Retirement and Estate) \xef\x82\xb7 Investment Portfolio and underlying Fund Investigations and formulating of ideas for…
Job Summary The successful candidate of this newly created position will be responsible for growing and developing the business insurance portfolio. The key outputs for this role are as follows: \xef\x82\xb7 New Business sales \xef\x82\xb7 Client service and management \xef\x82\xb7…
Job Summary Purpose of the job is to minimise customer risk by gathering, analysing and sharing all relevant market, risk, debtor and financial information to identify possible risks to the customer and suggesting mitigating actions in order to gain trust…
Job Summary Our client has an exciting opportunity for an Office Manager at their Northcliff office who will be responsible for the administration of personnel, wealth, office processes and to assist the broker. Manage a team of adviser assistants and…
Our client, a dynamic and innovative asset manager, is seeking a skilled Virtual Assistant to join their team. Responsibilities: Reviews and Updates Policy Schedules for Clients: Regularly review and update policy schedules for clients. This involves ensuring that the policy…
Job Summary Role: Short Term Insurance Assistant Category: Administration Location: Graaff Reinet Our client has an exciting career development opportunity for an individual interested in a career as an Short Term Insurance Assistantwithin the short term insurance industry. Overall you…
Our client, a leader in Investment, Wealth and Insurance has a fantastic opportunity for a Regional Manager who will report to the Head of Distribution, Wealth & Investment. If you are looking for a rewarding career within the financial services…
Our client is looking for passionate, tech savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the client\xe2\x80\x99s broker proposition, attracting, onboarding, activating…
Our client is looking for passionate, tech savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the client\xe2\x80\x99s broker proposition, attracting, onboarding, activating…
Job Summary Key responsibilities: Structuring and management of segregated portfolios Research companies and produce reports. Structuring and management of multi manager CIS funds Structuring and management of single manager CIS fund(s) Perform investment research with regard to developments within markets.…
Job Summary Main job purpose: This is a position for a senior and experienced corporate legal adviser to assume the role of Senior Legal Advisor. The incumbent will advise on business direction and legal risks based on legal risk management…
Job Summary Responsibilities: Interact, manage and provide effective client service Prepare and finalise commission statements Implement new business Prepare risk and investment quotes Prepare client files Process client queries and instructions Administer all products Coordinate prospect projects Research product information…
Role: Short Term Insurance Assistant Category: Administration Location: Graaff Reinet Our client has an exciting career development opportunity for an individual interested in a career as an Short Term Insurance Assistantwithin the short term insurance industry. Overall you will be…
Our client, a renowned Corporate Insurance Firm, is on the lookout for a Strategic Account Manager to drive business growth within the Commercial Insurance Sector. Your role as the strategic account manager is to provide specialised information and services in…
Are you a seasoned professional in operations management, ready to make a significant impact in the financial services industry? Our client is seeking a dynamic and accomplished Head of Operations to drive key initiatives and enhance operational efficiency: The role…
Job Summary Main job purpose: This is a position for a senior and experienced corporate legal adviser to assume the role of Senior Legal Advisor. The incumbent will advise on business direction and legal risks based on legal risk management…
Are you passionate about delivering exceptional client experiences in the dynamic world of finance & Insurance? An esteemed financial services organization is on the lookout for talented individuals to join their team as Client Service Advisors. The role of the…
Join a renowned Financial Services Corporate Insurance firm that is committed to excellence and innovation in the ever evolving financial landscape as a Client Manager, your role as the Client Manager is to build and improve day to day client…
Our client\xe2\x80\x99s Management Information System {MIS} Team is looking for a positive, self driven team member within the Business Intelligence Development space. The client\xe2\x80\x99s MIS Team is responsible to provide Business intelligence (BI) as a solution that includes the applications,…
Key responsibilities: Structuring and management of segregated portfolios Research companies and produce reports. Structuring and management of multi manager CIS funds Structuring and management of single manager CIS fund(s) Perform investment research with regard to developments within markets. Regular presentation…
Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of segregated share…
Be part of this leading Financial Services company that is founded on personal service, lifelong relationships with clients, trust and transparency as a Employee Benefits Adviser Assistant, where you will be responsible for administration, interacting with clients by managing relationships…
Job Summary Financial Advisor (Investment Specialist) REPORTING TO: Head of Advisors SUPPORT FOR THE FINANCIAL ADVISOR: Independent: not tied to any product provider. Only black owned FPI Approved Professional PracticeTM Multiple Award winning brand: Wealth Manager of the Year, 2018;…
Job Summary ROLE DESCRIPTION: Provide administrative and secretarial support to the consulting team Handle basic client queries and complaints Liaise with other internal departments, clients and third party service providers like insurers WORK EXPERIENCE: Advanced clerical, operational and customer service…
Job Summary Our client is recruiting for an Insurance Consultant and your role is focused on providing an end to end service and support to brokers. Responsibilities: Servicing broker requests, including enquiries. Providing telephonic/ email support to the intermediary on…
Job Summary Job Purpose: The Commercial Adviser will be responsible for the Portfolio Management of an allocated portfolio. Responsibilities: Manage policy renewals Sourcing new business Handle new application and quotations Handle and solve client enquiries (all existing business enquiries and…
Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of segregated share…
Job Summary Our client is looking for an individual to join their growing IT team as an UX/UI Design Lead to guide the design of user interface and the visual and user experience elements of digital products. Applying an advanced…
Job Summary Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of…
Job Summary Our client, a leading Wealth & Investment Firm is looking for an ideal individual to take on the role of Regional Head in the Wealth Management division. This successful individual will need to achieve financial objectives in chosen…
Job Summary Our client urgently requires an ideal candidate to fill the position of a Senior Developer. The successful individual will need to develop, create, and modify general computer applications software or specialized utility programs. Analyze user needs and develop…
Job Summary Our client, a leading Asset Manager is looking for an ideal individual to take on the role of a Portfolio Manager and they will take on the responsibility of assisting the CIO in the structuring and management of…