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ESSENTIAL KNOWLEDGE, SKILLS
Compliance audits and what is outstanding, including training / CPD points.
update security policies and procedures accordingly. Train employees on security awareness and compliance with
cases/scenarios, conduct user acceptance testing and train the trainer/user and support change management commercialization
quotation and policy conversions.
monitor the data loadings. Support the users and train them. Key Activities and Accountabilities: Ensure
monitor the data loadings. Support the users and train them. Key Activities and Accountabilities: Ensure
cases/scenarios, conduct user acceptance testing and train the trainer/user and support change management commercialization
Education and training : Bachelor's degree in business administration, finance or related field Experience
preparation & Client Reviews Complete the necessary training on the Company's preferred financial planning