Financial Supervisor Sandton, occasional travel to Durban 1. Responsible in month end closing process
skills
The lead role is based at a well-established and nationally based insurance finance company
compliance standards. Ensure CDD is done on all clients based on their risk profile according to FICA and company by service providers. Compile proposal documents based on the Wealth Manager instruction and recommendations financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions
compliance standards. Ensure CDD is done on all clients based on their risk profile according to FICA and company by service providers. Compile proposal documents based on the Wealth Manager instruction and recommendations financial needs analysis and retirement needs analysis based on Wealth Manager recommendations and instructions
internal and external network and grow the customer base. Duties and Responsibilities Conduct thorough financial portfolios. Develop personalized financial plans based on clients' goals, risk tolerance, and timelines
basic salary There are no benefits Based in Midrand Office – based only Purpose of the Role The Senior
basic salary There are no benefits Based in Midrand Office – based only Purpose of the Role The Senior
their amazing organization. This opportunity is based in the Eastern suburbs of Johannesburg. The successful
their amazing organization. This opportunity is based in the Eastern suburbs of Johannesburg. The successful