conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise
conducting financial needs analysis for both Life and Investment planning needs, utilize extensive expertise
based in Melrose Johannesburg. What you'll need You will need to have gained at least 2 years of experience administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in bus ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and
based in Melrose Johannesburg. What you'll need You will need to have gained at least 2 years of experience administration and support to Portfolio Managers. You also need to have a completed Bachelor of Commerce in bus ideally an Honours. You also need to have completed CFA level 1. You need to be fluent in English and
payroll, and tax compliance directly when needed. The incumbent needs to be passionate, enthusiastic, and able able to work with many people who need financial reports and information, both at the senior and junior principles, and system controls and processes are needed for this role. Duties and Responsibilities: Financial
Acquiring a thorough understanding of key customer needs and requirements Expanding the relationships with timely and effective solutions aligned with clients' needs Liaise with Marketing and Product Development departments sales and providing solutions based on customer needs Proven ability to juggle multiple account management challenging client requests or issue escalations as needed Analyzing client data to provide valuable feedback
Acquiring a thorough understanding of key customer needs and requirements Expanding the relationships with timely and effective solutions aligned with clients' needs Liaise with Marketing and Product Development departments sales and providing solutions based on customer needs Proven ability to juggle multiple account management challenging client requests or issue escalations as needed Analyzing client data to provide valuable feedback
relationships by understanding client needs and consistently meeting their needs. Develop collaborative client existing transactions meeting business needs. Meet and exceed client needs constantly by maintaining open channels
Thursday and Friday end 15:30. What you'll need You will need a Matric qualification with at least 1 years responsible for SDA, EEA and BBBEE reporting so you need to have experience with this. We're ideally looking for someone that is fluent in Afrikaans. You'll need a solid understanding of payroll principles and
Thursday and Friday end 15:30. What you'll need You will need a Matric qualification with at least 1 years responsible for SDA, EEA and BBBEE reporting so you need to have experience with this. We're ideally looking for someone that is fluent in Afrikaans. You'll need a solid understanding of payroll principles and