Jobs 1 to 2 of 2
Rory Mackie & Associates
Durban
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients� products, processes, transactions, web services as well as general queries regarding their client�s investments. Our client advocates excellent client service and strive...
Jobplacements.com 85 days ago
Sponsored Job
Rad Resources
Durban
Conduct Financial Needs Analysis: Perform comprehensive Financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored Financial advice to meet ...
Jobplacements.com 85 days ago
Sponsored Job
Rory Mackie & Associates
Durban
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients� products, processes, transactions, web services as well as general queries regarding their client�s investments. Our client advocates excellent client service and strive...
Jobplacements.com 85 days ago
Rad Resources
Durban
Conduct Financial Needs Analysis: Perform comprehensive Financial needs assessments for clients, focusing on life insurance, long-term insurance, wealth management, and investment planning.Client Portfolio Management: Analyze and manage client portfolios, providing tailored Financial advice to meet ...
Jobplacements.com 85 days ago
