as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that all portfolio's portfolio's are prepared one week prior to the Advisor/s meeting with the clients; Checking the diaries and appointments for quality control prior to Advisor/s meeting with the client; In house servicing – Upgrades complex queries that may be received by the Advisor/s and the Financial Planning Practice; Interact with diligently and fairly; Striving to assist the broker/s in achieving and exceeding sales targets; Contacting
trade(s), and together with the local OFR management drive Field Sales to focus on those trade(s) as per trade(s), and together with the local OFR management drive Field Sales to focus on those trade(s) as per
trade(s), and together with the local OFR management drive Field Sales to focus on those trade(s) as per trade(s), and together with the local OFR management drive Field Sales to focus on those trade(s) as per
Fiori app development, Adobe Life Cycle Forms, and S/4 HANA implementation. As a Senior Consultant, you specific business processes. Lead and participate in S/4 HANA implementation projects, providing technical forms within SAP solutions. Hands-on experience with S/4 HANA implementation projects, including system conversion SAP certifications in relevant areas (ABAP, Fiori, S/4 HANA) are highly desirable.
Oversee and enhance the relationship with the fund/s bankers. Accounts • Oversee and manage existing system Preparation of fund accounts in line with the fund/s accounting policies and implementation of any changes to the Service Level Agreement (SLA) of the fund/s. • Checking all monthly reconciliations (Accounts valuation of the fund/s. • Liaising with the actuary for the timeous valuation of the fund/s. • Implementing of the annual budget for the fund/s and monthly tracking of the fund/s income and expenses against the
HPCSA
clients, Botswana Border/s, Namibia Border/s, Swaziland Border/s and Lesotho Border/s.
clients, Botswana Border/s, Namibia Border/s, Swaziland Border/s and Lesotho Border/s.
clients, Botswana Border/s, Namibia Border/s, Swaziland Border/s and Lesotho Border/s.
relationships with target accounts. To sell the company’s primary products and supply chain solutions locally accounts
Abilities: