conjunction with the Post-Investment Unit. Maintain Customer Relationship Management (CRM) with all existing
Skills Planning and organising Decision Making Customer Centric Focus Innovative Thinking Resilience Problem
if necessary.
advisory record keeping as per applicable financial services legislation, ensuring that all investment and
advisory record keeping as per applicable financial services legislation, ensuring that all investment and
management by comparing invoices between supplier service level agreements and contracts as well as updating
client needs and make recommendations to align service offering with client needs.
People
such as project management, business advisory services, and other administrative tasks as required.
industry.
Strong knowledge of the Financial Services Industry, Insurance legislation and regulations
and decision making. Ethics and values. Client service orientation. Professional accounting standards