assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with
assist and support the Wealth Advisor in fulfilling general sales and administrative support activities, client Advisors for the acquisition, retention and maintenance of client relationships Provide support in inter-departmental transfers, withdrawals and redemptions Assist with general office functions as required Matric with a minimum client data Good understanding of FAIS, FICA and general Compliance Excellent knowledge and experience with
correct
- General upkeep, maintenance, and attractiveness of the sales floor
- General sales ad
when required • General admin and upkeep of database • General update and maintenance of all admin and
when required • General admin and upkeep of database • General update and maintenance of all admin and
part of the showroom team, maintenance of the showroom with regards to general tidiness, the putting up
part of the showroom team, maintenance of the showroom with regards to general tidiness, the putting up
people (KPI and Target) as well as 2 Support Technicians (Sales Engineers).
Experience &
people (KPI and Target) as well as 2 Support Technicians (Sales Engineers).
Experience &
people (KPI and Target) as well as 2 Support Technicians (Sales Engineers).
Experience &