and undertake the necessary research in order to provide ongoing feedback to the team. Preparation & identify suitable solutions to meet the clients' needs Prepare information/comparisons for analysis by English (written and spoken) Work Experience 1 to 2 years of experience in a similar role Job technical technical Skills On the job training Please note: only shortlisted candidates will be contacted.
or client during this process. This person will need to be flexible, energetic, and trustworthy, organized responding to queries on time and diligently. § Providing clients/ IFA's with superior levels of service Requirements § Relevant experience – Relevant Business Degree and/or Job Related Experience would be an advantage
qualifications depending on experience and evidence of quantitative abilities. Experience • 3 to 5 years of relevant relevant experience in investments • Will be required to be a FAIS compliant representative or work towards to successfully manage a suit of portfolios • Providing portfolio analytics services in relation to discretionary around these portfolios on an ongoing basis. • Provide support to the Portfolio Management team • Generation qualifications depending on experience and evidence of quantitative abilities. Experience • 3 to 5 years of relevant
communicate goals, provide updates, and address any issues. • Monitor team performance, provide feedback, and and company policies. • Identify training needs and organise training sessions for team members to enhance enhance their skills and knowledge. • Provide ongoing coaching and development opportunities. • Communicate Communicate effectively with senior management, providing reports and updates on team performance and key metrics or a related field. • Minimum of 4 years of experience in the insurance industry, with at least 1-2
towards the highest standards of excellence and provide services and advise that is best suited to our financial needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE REQUIRED THE DRIVERS LICENCE OWN TRANSPORT A LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED STRUCTURED, MENTORING PROCESS AND ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral
towards the highest standards of excellence and provide services and advise that is best suited to our financial needs analysis and provides professional advise. NO PREVIOUS INDUSTRY EXPERIENCE REQUIRED THE DRIVERS LICENCE OWN TRANSPORT A LAPTOP HOW ARE YOU TRAINED AND DEVELOPED ? ALL CANDIDATES GO THROUGH A STRUCTURED STRUCTURED, MENTORING PROCESS AND ONGOING TRAINING PROVIDED. Group Life Cover Income protector Funeral
our organisation and receive leading industry training, a mentorship program, and an ongoing support retirement, tax, legacy, and business planning Provide sound, comprehensive financial advice, and guidance actionable ways, ensuring a high-quality client experience during every interaction Construct personalised according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including clients Participate in weekly team meetings that provide feedback and continued education opportunities
institutional investor engagements Provide regular and ongoing training to client and market-facing units Investment Specialist role will bring a wealth of experience and a strong academic background along with a environment, the corporate landscape, service providers and key needs of institutional investors. Undergraduate At least 5 years' institutional market-facing experience in an Alternatives fund management environment Understanding of the corporate landscape , service providers and key needs of institutional investors Ability to apply
institutional investor engagements Provide regular and ongoing training to client and market-facing units Investment Specialist role will bring a wealth of experience and a strong academic background along with a environment, the corporate landscape, service providers and key needs of institutional investors. Undergraduate At least 5 years' institutional market-facing experience in an Alternatives fund management environment Understanding of the corporate landscape , service providers and key needs of institutional investors Ability to apply
for the Western Cape branch. Minimum 5 years' experience as a Broker Consultant or Life Insurance Agent Life insurance experience is essential ie. Death, Disability and Critical Cover needs Estate Planning partners) and Business Assurance Short-term insurance experience is an advantage Appropriate tertiary qualification relevant class of business and product specific training Ability to function at a strategic level whilst good standing requirements Meet the FAIS minimum experience requirements in respect of long-term insurance