conducting a full review taking into account a full needs analysis and any changes in the client circumstances 3. A good understanding of the various client needs and risk profile analysis tools and approaches used fundamentals. A good understanding of the various client needs and risk profile analysis tools and approaches used
conducting a full review taking into account a full needs analysis and any changes in the client circumstances 3. A good understanding of the various client needs and risk profile analysis tools and approaches used fundamentals. A good understanding of the various client needs and risk profile analysis tools and approaches used
workflow management. Identify additional training needs for sales agents related to the Asset Life credit mirror advertisement, duties may adjust for client needs. Fair process: Fair assessment, only shortlisted
ensure resolutions, and create new stock codes as needed
Audit Preparation: Provide guidelines and
manuals when processing requests. You will also need to update standard letters and documents for dealing
whilst working by our clients. Duties / Requirements: Need to perform audits with minimal supervision Required
auditors and assist with the annual audit process as needed. Matric with Mathematics and Accounting Diploma/
relevant, efficient, and aligned with their evolving needs. Face to face meetings and brand awareness – with
relevant, efficient, and aligned with their evolving needs. Face to face meetings and brand awareness – with
Explain offerings and recommend products to meet the needs of the client Ensuring clients are given advice