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
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
client needs, providing expert advice, and finding the best insurance solutions to meet those needs. This Responsibilities: Client Consultation and Needs Assessment: Conduct thorough needs assessments for clients to determine questions or concerns. Review clients' insurance needs periodically and recommend adjustments as necessary
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
preparing comprehensive proposals and financial needs analysis for clients. From constructing asset allocation Claremont, Cape Town. What you'll need To be considered for this role, you need to have a completed degree and Financial Planning or CFP designation. You'll also need at least 3 years of working experience as a Paraplanner
engagement opportunities, by using the appropriate needs analysis based selling techniques. This role requires building; Identify the primary financial and emotional needs of the potential client by asking open ended questions potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business Update the client
engagement opportunities, by using the appropriate needs analysis based selling techniques. This role requires building; Identify the primary financial and emotional needs of the potential client by asking open ended questions potential client in such a way that it meets their need and solves their problems Explain to the potential product package as it relates to the identified need, then asking for the business Update the client
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