interpersonal skills
Benoni
appointments with financial planners, Brokers, and Wealth managers. Building and maintaining strong relationships activities, progress, and performance metrics to management. HOURS: Monday to Fridays 8:00 – 17:00 Should
Compile research, request quotes and fact sheets. Manage client servicing requests. Prepare meeting packs policy statements. Submit new business applications. Manage client data and keep it updated. Ensure servicing
Compile research, request quotes and fact sheets. Manage client servicing requests. Prepare meeting packs policy statements. Submit new business applications. Manage client data and keep it updated. Ensure servicing
Durban & Eastern Cape Reporting to: Regional Manager: Face to Face Distribution Overview and Purpose follows: • New Business sales • Client service and management • High level performance The Commercial Agent: targets consistently • Providing feedback to line management when requested. • Attending all weekly and adhoc skills • Problem-solving skills • Relationship management skills • Presentation and facilitation skills Creative flair and innovative thinker • Relationship management • Discretion, judgment and high levels of trust
nsibilities include liaising with operational managers, development teams, and back-office personnel relevant University degree BCom/BSc in Investments management or related discipline (Mathematics, Statistics with Advisors, senior executives, and operational managers to obtain the requirements for client reporting reports in support of other units within the asset management, fund operations, share trading platforms, risk
Responsibilities include liaising with operational managers, development teams, and back-office personnel relevant University degree BCom/BSc in Investments management or related discipline (Mathematics, Statistics with Advisors, senior executives, and operational managers to obtain the requirements for client reporting reports in support of other units within the asset management, fund operations, share trading platforms, risk
advantage : Taxware, E-filing, easyfile, Excel.
various debtors. Providing regular updates to management regarding the status of the debtor's book. Assisting
Requirements:
Bachelor’s degree
Risk Management experience
Previous experience in a similar