What you’ll be doing (and why you’ll enjoy it)
You will support established Wealth Managers with all the technical administration that needs to be done to help them prepare for clien
Description
Responsibilities will include providing support to the Wealth & Healthcare Advisers with the following:
Process new business applications
Process increases and alterations o
Job Description
To deliver exceptional experience and education to Private Wealth or RMBPB clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales i
Job description:
This is an opportunity for a dynamic Wealth Adviser Assistant to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial
Responsibilities:
Front Office Management
Answering/redirecting all incoming calls, taking messages, attending to client queries
Gather Policy information
Handle new application and quotat
Responsibilities:
Gather Policy information
Compile a summary of information
Preparing of Client Reviews
Data capturing
Research product information
Handle new application and quotatio
Responsibilities:
Gather Policy information
Compile a summary of information
Research product information
Handle new application and quotations
Handle and solve client enquiries (all exi
Job Purpose
The Discovery Banker provides intermediary services that are personalised, efficient and prompt to all clients through omni (multiple) channel. All interactions with clients aims to mak
Job Description
To build the Standard Bank brand and image by leading and providing a comprehensive range of corporate wear, promotional items and event branding items for Standard Bank South Afric
Job Description
To perform any Universal Banking functions as required as part of a learnership programme, which could include inbound and outbound sales and service functionality.
Qualification
What will you do?
Proactively manage all client and intermediary queries and process their requests (For example, portfolio queries, tax reports, etc.)
AML Specialist – Responsible for e
Job Description
New Business Organisation:
Devise short term tactical plans to meet annual budget and targets up to a 6 to 12 month timeframe
Identify, develop and source new Hi
Job Description
To take demand from personal customers for any banking matters ranging from product questions to customer account activities (e.g., opening accounts, statements, debit order informa
Job Description
To take demand from Prestige client for any banking matters ranging from product questions to client account activities (e.g., account status, statements, debit order information, e
Job Description
Income Growth and Financial Targets: Ensure a deep understanding of client's working capital cycle and business needs to provide appropriate solutions. Drive achievement of t
Job Description
To take demand from personal customers for any banking matters ranging from product questions to customer account activities (e.g., opening accounts, statements, debit order informa
Job Summary
Manage and grow a portfolio of high net worth clients, trusts, investment holding companies and businesses, servicing their banking, lending and foreign exchange requirements. Provide s
