mentorship offered. Understand clients’ financial needs Determine clients’ expenses, level of income, insurance
any financial / maths related degree o Does not need CFA or specialist finance - Expectations and experience
any financial / maths related degree o Does not need CFA or specialist finance - Expectations and experience
organisation on a daily, weekly, and monthly basis as needed, concerning operational and financial performance
group of companies to the benefit of the client’s needs and agreed outcomes. The effective utilisation of Source options and obtain support structures where needed, such as engaging with legal practitioners and should it be required. Understand the individual needs of each client. Ensure that the systems and reporting
workflow management. Identify additional training needs for sales agents related to the Asset Life credit mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted
streamline activities to efficiently respond to user needs. Skills and Qualifications Required: Diploma or extensions of service provider contracts as and when the need arises Maintain and update all SCM templates and
streamline activities to efficiently respond to user needs. Skills and Qualifications Required: Diploma or extensions of service provider contracts as and when the need arises Maintain and update all SCM templates and
Communicate with LSPs if any further documentation is needed. Communicate with LSPs regarding errors and queries
decision-making. Manage finance team and provide guidance as needed. Liaise with external stakeholders such as banks