Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
in all compliance officer meetings with your Financial Planning Partner(s). Address all remedial actions actions from the compliance officer timeously. Operational support for Portfolio Managers and Client Relationship knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
Weekly and monthly ncentives Motivating and exciting office environment
Weekly and monthly ncentives Motivating and exciting office environment
paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access
paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access
work after hours. Intermediate knowledge of MS Office package including Outlook. Must be fully vaccinated
work after hours. Intermediate knowledge of MS Office package including Outlook. Must be fully vaccinated
communication and interpersonal skills. Proficiency in MS Office Suite and CRM software. Basic understanding of