Entities that the company administers. You will need to produce financial statements on a timely basis monthly cash and stock reconciliations. You will need to monitor asset pricing and pricing sources for the industry for many years. What you'll need You will need to have an Accounting Degree and at least
Entities that the company administers. You will need to produce financial statements on a timely basis monthly cash and stock reconciliations. You will need to monitor asset pricing and pricing sources for the industry for many years. What you'll need You will need to have an Accounting Degree and at least
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
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
individuals and business owners to assess their financial needs and help them achieve financial goals. To have the and meet with clients to establish their specific needs Analyse clients financial situation (e.g. income objectives, risk tolerance, and other information needed to develop a financial plan and review financial financial solutions according to clients changing needs Minimum Qualifications Grade 12-Matric A degree
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
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 5 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'
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 5 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'