Regardless of their specialization, all financial planners have the same objective: to help their clients professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners reside in the Western Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce
Regardless of their specialization, all financial planners have the same objective: to help their clients professionalism and integrity. Financial planners need both strong interpersonal and analytical skills today. Meet with clients to discuss their financial needs Recommend investments to clients Financial planners reside in the Western Cape Tertiary (university) education preferable (finance, entrepreneurship, law, commerce
Relationship management
Relationship management
ensuring quick turnaround for operational reporting needs in line with changes required by the dynamic business dimensions to ensure that it is in line with reporting needs Being the key support for the implementation of Being responsible for ad-hoc financial analysis, special projects, and other similar or related duties Requirements:
audit team in the field by being responsive to data needs in a timely manner. Be the internal liaison between and the internal audit team to facilitate data needs for the audit team. Assist in investigations and Work with internal auditors to understand data needs and brainstorm ways to perform audits more efficiently monitoring framework using data analytics. Perform special reviews of operations when requested. Linking of
Client Relationship management Market Research Education and Job Requirements: Bachelor's Degree in Finance experience in the collective investments sector Specialization in unit trusts Excellent engagement and negotiation
Client Relationship management Market Research Education and Job Requirements: Bachelor's Degree in Finance experience in the collective investments sector Specialization in unit trusts Excellent engagement and negotiation
Handle special financial projects as assigned by the CFO/Finance Director. Qualifications: Education: Bachelor's
your career in finance? A leading FMCG company, specializing in the export of South African harvested rooibos comprehensive system. What We're Looking For: Education: Matric with Pure Math and Accounting as subjects