clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Conduct regular meetings with key clients What you'll need Minimum requirement: NQF5 qualification 2 years'
clientele. To be successful in this role you will need to exhibit a growth mindset underpinned by a desire networking and following up on leads Conduct in depth needs analyses and provide comprehensive wealth planning Conduct regular meetings with key clients What you'll need Minimum requirement: NQF5 qualification 2 years'
accounts. Dealing with the bank on all administrative needs (Credit card request/cancellation, forex banking project work on various items according to business needs throughout the year min 3 years experience in a
The complexity lies in the number of entities that need to submit their data to the group, but also the ntify, refine, clarify, and define the business need.
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance Identify, refine, clarify, and define the business need Able to assist with project requirements planning
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance Identify, refine, clarify, and define the business need Able to assist with project requirements planning
on a 12 months basis. The suitable candidate will need to have a keen interest in working within the insurance/finance Identify, refine, clarify, and define the business need Able to assist with project requirements planning
for monitoring the client (Internal and External) needs on an ongoing basis, maintaining high client satisfaction
while liaising with the bank for administrative needs such as credit card requests/cancellations, forex
please apply below. To qualify for this position, you need: Completed BCom, Management Accounting or Financial