of a CFA or CA with 10 years experience in fixed income or credit investments
Your main focus
years experience
Specialisation in fixed income or credit investments.
Investment analysis
OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company sales administration, quotes, and managing the incoming lead process generated from events and the company
hardworking, likes to prove themselves and goes the extra mile.
Duties:
sometimes the candidate would be required to go that extra mile, but everyone will be remunerated fairly
depending upon experience. Pension and medical aid are extra benefits. There is also a commission structure paid
depending upon experience. Pension and medical aid are extra benefits. There is also a commission structure paid
report • Ensure all balance sheet, Payroll and Income Statement recons are accurate and done on time staff and review performance • Ensure all regional income statements are accurate, and distributed on time managers • Responsible for all balance sheet and income statement recons • Assist in the preparation of
financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update
distribution for Advisors Monitoring Outlook inboxes from incoming clients and distributing them to respective admin Client communications Annual review letters Annual income letters Annual comm appointment letters Diary management