Job Description: The purpose of the Junior Equity Trader role is to work under the supervision of an experienced Trader to ensure efficient execution and management of trades for retail clients in order to deliver on client expectations. Job Responsibilities: Provide accurate information to clients on stocks in order to assist clients to make informed … Read more
Job Description: Assess all claims information and forward all incomplete documentation to the relevant stakeholder for resolution. Resolve escalated claim queries and ensure queries are processed in a timeously manner. Job Responsibilities: Build and maintain relationships with clients, internal and external stakeholders. Assist the Administration Manager in their day to day oversight duties of the … Read more
Job Description: The Investment Distribution Support Administrator provides quick and accurate administrative support, to enable the branch support area to deliver a professional service to Financial Advisers and other stakeholders within Service Level Agreements and legislative/compliance requirements. Job Responsibilities: Manage pipeline – keep clean and relevant. Drive submission of requirements to ensure cases issue Understanding … Read more
Job Description: Attract, acquire and retain clients by selling company products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability. Job Responsibilities: Sell products in line with client’s financial needs by conducting affordability analysis … Read more
Job Description: To provide an effective service to clients by managing a portfolio of clients, facilitating trustee and advisory body meetings and providing advice on institutional investment-related matters. Will assist the Principal and Senior Consultant with the day-to-day activities required to manage a portfolio of clients where not the lead consultant. Will also be the … Read more