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Our Client a Wealth Management Specialist has an exciting opportunity for a, young, qualified individual to elevate their career and level of stimulation by performing, in a junior adviser and client liaison role. Excellent opportunity for a successful long-term career within an established firm based in the Southern Suburbs, Cape Town.
REQUIREMENTS
Matric, Bachelor’s degree in finance, accounting or other recognised field and an equivalent work experience
Committed, driven, results orientated with ability to build strong client relationships
Exceptionally well-presented and eloquent
Excellent client service offering
Ability to use initiative and originate new ideas
Willingness to own the role and extend oneself out of your comfort zone
Ability to analyse and understand financial data
Strong written and verbal communication skills
Ability to study towards a recognised qualification.
DUTIES
Maintain appropriate skills and knowledge to provide specialist, professional independent financial advice in all relevant business areas.
Meticulous attention to accuracy.
Conduct periodic reviews with individual clients as agreed with the client.
Meet continuing professional development objectives.
Engage with service providers and fund managers on portfolio performance queries.
The ability to interpret a client review with the commensurate ability to explain this to a client effectively.
Maintain and update records on the internal Client Relationship Management (CRM) system.
Attend client meetings and industry training sessions from time to time.
Studying towards a recognised qualification.
Salary: R dependent on experience
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We're Hiring!
FINANCIAL ASSISTANT
Our client is a well-established accounting and taxation firm based in Pretoria East. They have built up a superb track record and boast extensive experience in all disciplines of accounting and taxation. Their passion is the operative word when it comes to client service.
Are you an immediately available Junior Conveyancer looking to start work asap? Our Client, a very well established Legal Firm in the CBD requires your experience managing transfers and bonds to join their highly successful team.
REQUIREMENTS
Completed LLB, Admitted Attorney and Conveyancer
Completed articles with good conveyancing knowledge
Very well presented and spoken
Bilingual in English and Afrikaans and with excellent communication skills
High attention to detail
Available to start as soon as possible
DUTIES
Preparation of documents
General conveyancing duties managing transfers and bonds
Meeting with clients for the signing of documents
Updating all client’s requirements and details
Attention to detail and checking of all official documents that have been drafted on behalf of clients
Carrying out checks prior to drafting documentation
Getting back to Clients with queries that arise
Problem solving
Research for any additional information requirements
General administration required within the department
SALARY
Dependent on experience
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Is your sales expertise in the technical and engineering sector? Do you have solid experience calling on clients and increasing sales in the Food, Pharmaceutical, Chemical or Mining sectors? Our International Client with their Head Office in Jhb requires a representative for the Cape Province, travel will be required & the successful individual can be based in CPT or surrounds.
REQUIREMENTS
Matric plus relevant qualifications highly advantageous
Own vehicle and driver’s license
Solid and proven sales track record
Excellent communications skills, written, and face to face
Ability to close sales successfully
Solution orientated and target driven
Proficient with Microsoft Office Suite or related software as required to prepare reports and logs
Independent worker that takes personal responsibility of the full work portfolio
DUTIES
Set up meetings with clients – existing and new business
Upselling and continually building solid relationships with existing clients
Sourcing new business and growing client base and network
Promote the relevant products, and demonstrate clearly how the products in conjunction with the client’s needs
Managing quotations and forwarding proposals to clients timeously
Answers enquiries and questions from customers related to ongoing use of products, maintenance requirements, operations, and other related information
Follow up with clients ensuring solid after sales service is offered
Understand company product offerings
Consult within a portfolio of clients from various sectors involving textiles, flour mills, food and pharmaceutical manufacturers, chemical and mining companies
Attend industry functions, events and training when required
Maintain a good understanding of the market: competitor offerings, general intelligence, identifying new opportunities
Meeting and exceeding individual targets and the annual company team target
Open communication with other relevant departments
Salary: Negotiable dependent on experience
Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.
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Visit our Website
SAICA & SAIPA Article Clerk, Bloemfontein
Our client is looking for a dynamic candidate that's willing to learn and grow in their company.
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