experienced Wealth Manager, you will effectively plan and manage leads while interacting with potential Achieve objectives and targets through effective planning, lead management, and engaging with potential comprehensive wealth planning to clients Provide sound advice on Investments, Wealth and Estate planning. Maintain experience in a financial advisory role Financial planning and sales experience Must be in possession of
co-ordination, report writing, presentation, strategic planning, leadership, project management and analytical Development of 3-year and annual internal audit plans. Ensure that audits are conducted in accordance IIA standards. Plan, execute, review and report audit assignments, (e.g. assist in planning audit assignments
UNCTIONS INCLUDE To complete a detailed annual Training Plan for the period of 3 years, as prescribed by the SAICA competency framework and Albaraka's training plan . To be seconded out of the incumbent's current and act with integrity. Set clear objectives and plan activities. Work productively and in a challenging
account Answer sales queries Plan delivery schedule for the following day Plan production schedule for the account Answer sales queries Plan delivery schedule for the following day Plan production schedule for the
engage in high-level decision-making. Precise planning and excellent organisational/administration skills
compliance and regulatory reporting. Effective planning and time management abilities. Market Related
and Internal) in line with the consolidates audit plan. Prepare ledge balance and an initial balance including
and Internal) in line with the consolidates audit plan.
and internal) in line with the consolidates audit plan. Prepare ledger balance and an initial balance including
and Internal) in line with the consolidates audit plan. Prepare ledge balance and an initial balance including