Institutional clients. Maintain engagement with key clients through regular reporting and servicing. industry. Ability to build strong relationships with key decision-makers. Results-driven and entrepreneurial Postgraduate qualification and/or CFA is essential. FAIS affected position, compliance with the relevant
Institutional clients. Maintain engagement with key clients through regular reporting and servicing. industry. Ability to build strong relationships with key decision-makers. Results-driven and entrepreneurial Postgraduate qualification and/or CFA is essential. FAIS affected position, compliance with the relevant
manage complex board relationships. 8. Appropriate FAIS category experience and not working under supervision
Matric/SAQA Accredited Equivalent (Essential) Full FAIS accreditation (150 credits) (Essential) RE 5 (Essential)
Experience and Qualifications - Matric/Grade 12 - FAIS Credits (min 30 credits in short term insurance qualification as per the FSCA qualification list. - FAIS Regulatory examination for Representatives (RE5)
Experience and Qualifications - Matric/Grade 12 - FAIS Credits (min 30 credits in short term insurance qualification as per the FSCA qualification list. - FAIS Regulatory examination for Representatives (RE5)
Purpose Our client is looking for an enthusiastic individual with strong analytical skills to assist in the requirements to all impacted stakeholders. This key position in a dynamic Product team will provide an work outputs Gather and interpret requirements from key stakeholders/customers in line with business analysis
spirit - showing care and consideration for individuals. - Has the ability to work well both under supervision outside of the organisation and relating well to individuals at all levels. - Highly organised, professional POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage. - Grade 12 or equivalent
spirit - showing care and consideration for individuals. - Has the ability to work well both under supervision outside of the organisation and relating well to individuals at all levels. - Highly organised, professional POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage. - Grade 12 or equivalent
to successful completion and closure. Focuses on key goals, even during setbacks and obstacles. Communicates the seller's organisation around delivering to the key needs of their customers. Keeps customer at center to quickly and accurately define the needs of the key buying influencers. Seeks to understand customer required to accurately identify and understand the key buying influences pertaining to an opportunity. Identifies clearly present solutions that link directly to the key objectives and challenges important to the client