Broker Relationship Manager - Cape Town, Southern SuburbsFull job descriptionWe are seeking a talented and motivated... individual to lead our team of broker relationship consultants in driving sales growth and increasing market share within the...
transactions (investments, repurchases, debit orders etc) Processing of any instructions relating to broker appointments or changes... updates on portfolio management system for client reporting purposes Managing broker queries for clients' investments...
Senior Relationship Manager make and deliver presentations to brokers to ensure alignment of broker and insurer goals... and legislative knowledge is always current in order to resolve broker issues, queries as well as customer complaints. Be able...
/Corporate clients looking to join an established team within a market leading insurance broker. This is a full-time role... and interpersonal skills. is the world’s leading insurance broker and risk advisor. With more than 45,000 colleagues advising clients...
to see clients as may be applicable.We are looking for a competitive Insurance Broker to partake in our business development... Insurance Broker will work alongside Wealth Advisors who generally is the principal contact with the client, primarily high net...
business, additions, switches, repurchases, static changes, broker changes, etc. This must be done accurately and within agreed... (signatures, discretionary broker permissions and security checks) Requirements: Relevant degree/diploma Relevant 1 - 2...
. Processing of any instructions relating to broker appointments or changes. Processing of any policy holder changes, particulars... system for client reporting purposes. Managing broker queries for clients' investments with product providers. Back up...
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