Client Portfolio Analyst

Job Description To support the Business Relationship Manager by analysing credit data to estimate degree of risk in extending credit or lending money in support of a broader client relationship Hello Future Relationship Analyst Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us...

SALES CONSULTANT BFN2 years experience in sales-fmcgMust be a data analyst-working on excelValid drivers license-own reliable vehicleAble to identify previous sales of clients-data analyst sales & lossHandles current accounts of +- 1400- must be willing to study themAble to work independentHigh energy level, good communication skillsAble to reach...

CA Financial Appointments is seeking an experienced Paraplanner to provide essential administrative support to their advisors. In this role, you will be responsible for managing a portfolio of clients, assisting with transactions, client interactions, account management, and supporting basic financial planning.Key Responsibilities:Financial Planning Support:...

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions,...

Are you ready to contribute your financial planning expertise within a close-knit, high-performing team? Our client a well-established family office is expanding, and they are looking for a dedicated Paraplanner to provide essential administrative support to their Advisors. In this role, you'll manage a portfolio of clients, assisting with transactions,...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job...

We are looking for a dedicated and skilled Paraplanner to join our team at CA Financial Appointments. As a key member of our close-knit, high-performing team, you will play a vital role in supporting our Advisors in delivering exceptional client service.The ideal candidate will possess relevant tertiary qualifications and have 3-5 years of experience within...

Job description: This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to our Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

Job Description To strategically and operationally manage and grow a portfolio of high revenue generating clients. These responsibilities include the key relationship management of these key clients, seeking, identifying and exploiting business opportunities for the bank and growing the portfolio through the acquisition of new clients. Success will be...

This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to Advisers. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after accounts and support in...

Job Description Hello Future Regional Manager FNB Connect and Service Provider is looking for a dynamic and highly skilled Regional Manager to join their team. The successful applicant will be responsible for managing a sales team for specific regions to ensure maximum book growth. Are you someone who can: - Achievement of net profit growth for Group -...

Job Description To manage a team to optimize client usage on digital platforms by growing the digital vertical sales index (VSI), increases revenue and volumes. Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.- Disseminate regional...

**JOB OVERVIEW** - Assume the overall responsibility for growth and profitability of Crop Insurance in the designated area, keeping and expanding contact with the clients, in line with Santam and Broker objectives. Provide technical support and assessments and deliver a high-quality service and support to the client base.**PORTFOLIO GROWTH** - Identify new...

Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group. Job Summary To...

CA Financial Appointments is seeking a dedicated and experienced Paraplanner to join their team. As a key member of the financial services industry, this role offers an exciting opportunity for growth and professional development.The successful candidate will have a minimum of 3-5 years of experience in a similar role, with a strong understanding of...

We are seeking a results-driven Paraplanner to join our team at CA Financial Appointments. As a key member of our financial services team, you will play a critical role in delivering exceptional service to our clients.Your primary responsibilities will include:Providing administrative support to Advisors, including managing client portfolios and preparing...

Job DescriptionWe are looking for a skilled Paraplanner to join our dynamic team at CA Financial Appointments. In this role, you will provide essential administrative support to our Advisors, ensuring seamless delivery of high-quality financial services to our clients.Key responsibilities include:Managing client portfolios and preparing financial...

Job Description To generate revenue by structuring deals, raising and utilisation of funds, complex purchases and sales which may include securities, bonds, and foreign exchange Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen. As...

This leading provider of innovative agricultural products and services helps farmers improve their productivity and sustainability. We offer comprehensive solutions that meet the unique needs of the agricultural industry. As part of our continued growth, we are seeking a dynamic Agricultural External Sales Consultant to join our team. As an Agricultural...

**Provinsie**: Vrystaat**: **Stad/Dorp**: Bloemfontein**: **Kontrak**: Permanente**: **Sektor**:Grain Admin**: **Sluitingsdatum**:Woensdag, 15 Januarie 2025**: **Kern doel van die pos**: Verhoog die markaandeel van OVK Groep deur die verkryging en diens van bestaande en toekomstige kliënte buite geografiese gebied van OVK. **Vereistes**: - Toepaslike...