and assisting the client Client queries Ensure all FICA documentation is obtained and filed for compliance
f reception duties
management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate prospecting
advisory and investment implmemtation records (FIAS and FICA) Review and approval of client onboarding Assist
management within Citadel, Management of Stats, inflows, FICA and FAIS and internal relationships • Initiate prospecting
- Handle and overcome objections Ensure FAIS and FICA standards are adhered to when dealing with customer
- Handle and overcome objections Ensure FAIS and FICA standards are adhered to when dealing with customer
assessment) Privacy and data protection (POPIA and GDPR). FICA B-BBEE Anti-corruption Client Compliance Fulfilment h) Identify and implement remedial actions 5. For FICA specifically a) Draft and implement the firm's RMCP
assessment) Privacy and data protection (POPIA and GDPR). FICA B-BBEE Anti-corruption Client Compliance Fulfilment h) Identify and implement remedial actions 5. For FICA specifically a) Draft and implement the firm's RMCP
including V-Lookup and pivot functions Completed FICA awareness training Minimum 4 years of experience