Customer Training Support Consultant (POS 24081)
Somerset West
R 18 000 equirements:
Res
eating and managing training plans with customers
Customer Training Support Consultant (POS 24063)
Somerset West
R 20 000 equirements:
Res
eating and managing training plans with customers
Training Support Consultant (POS 24009)
Somerset West
R 20 000 to R 23 equirements:
Res
eating and managing training plans with customers
winning, global financial services company that provides quality financial advice and wealth management and are known throughout the industry for their experience and strong track records. How you'll role In goals and objectives as well as your own. You will provide bespoke financial advice to local and international continuously learn and upskill yourself. What you'll do Provide sound advice on Investments, Wealth and Estate up on leads Conduct in depth needs analyses and provide comprehensive wealth planning to clients Maintain
Third-Party Risk Management Centre of Excellence (CoE). Provide objective oversight, monitors and reports on the Operational and tactical management of specialist staff Train, coach and mentor staff, control owners, risk co-ordinators boards Provide third party risk management advice and inputs to executive team Grade 12 / Matric Relevant Qualification highly advantageous 6 Years risk management experience, preferably in the Financial Services industry Party Risk Management principles and practices Experience with third-party risk management tools Salary
to the senior Accountant. Candidates with only matric accounting and a keen interest and aptitude in established group of companies. Training and support, if necessary, will be provided for the right candidate Remuneration R8,000 – R25,000 CTC pm depending on experience. Permanent contract.
Liberty Financial Planners are professionally trained to guide our clients through every step of their experienced planners as well as receive accredited training. You will balance new client development, sales growth and development. Complete required program training and assignments, obtain mandatory industry licenses business consistent with Liberty's standards. Provide a high level of client service. Manage the full solutions based on client needs. Completed post matric finance related qualification in marketing, business
Liberty Financial Planners are professionally trained to guide our clients through every step of their experienced planners as well as receive accredited training. You will balance new client development, sales growth and development. Complete required program training and assignments, obtain mandatory industry licenses business consistent with Liberty's standards. Provide a high level of client service. Manage the full solutions based on client needs. Completed post matric finance related qualification in marketing, business
for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers
for the company by ensuring that advisors are providing suitable advice to clients, according to client Fund Selection and Withdrawal cases to various providers Maintaining and Administering the Representative Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" (e.g Rep Disclosures drawn and training on Client Advice Records Assisting terms of business with various Product Providers Assisting Onshore experience in the wealth management industry, with Offshore experience (advantageous) Matric RE5