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
clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Conduct regular meetings with key clients What you'll need Minimum requirement: NQF5 qualification 2 years'
clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Conduct regular meetings with key clients What you'll need Minimum requirement: NQF5 qualification 2 years'
mark in the world of finance. What you'll need You'll need a completed investment related degree, preferably Due to the clients you will be working with, you need to be fluent in Afrikaans and English. What you'll
mark in the world of finance. What you'll need You'll need a completed investment related degree, preferably Due to the clients you will be working with, you need to be fluent in Afrikaans and English. What you'll
improvement. Key responsibilities: Determine key metrics needed to meet SAM and SARB compliance, in addition to Collaborate with stakeholders to establish business needs and project requirements. Track offshore investment to individual contracts or revise portfolios as needed. Design custom data extraction criteria based on
improvement. Key responsibilities: Determine key metrics needed to meet SAM and SARB compliance, in addition to Collaborate with stakeholders to establish business needs and project requirements. Track offshore investment to individual contracts or revise portfolios as needed. Design custom data extraction criteria based on
/>Excellent communication skills
Flexible if needed for company functions on a weekend or public holiday
meeting internal and external consolidated reporting needs. Your input will be integral to achieving the company's
their team in Johannesburg. The ideal candidate needs to come from a medium sized audit firm and have