Your days will be filled with conducting financial needs analysis, ensuring compliance with industry regulations regulations, preparing client reports, and providing technical support to advisors. With opportunities to leading financial services firm dedicated to providing exceptional financial planning solutions to its Durbanville, Cape Town. What you'll need To excel in this role, you'll need a completed Finance degree as well qualifying as a CFP. You also need to have gained a minimum of one year of experience in financial planning.
Your days will be filled with conducting financial needs analysis, ensuring compliance with industry regulations regulations, preparing client reports, and providing technical support to advisors. With opportunities to leading financial services firm dedicated to providing exceptional financial planning solutions to its Durbanville, Cape Town. What you'll need To excel in this role, you'll need a completed Finance degree as well qualifying as a CFP. You also need to have gained a minimum of one year of experience in financial planning.
as part of system change. Execute the changes needed as a result of this project. Assess and quantify Contacts) to analyze, generate and capture where needed “missing” master data and correct issues in real-time verification, and finalization of training material for the training of the relevant functional employees equivalent combination of education and work experience in Engineering (Industrial, process, chemical) General laboratory or research experience working with data. Hands-on Experience working with cross-functional
than 3 years of experience in a similar position
More than 3 years of experience in a similar position Microsoft Azure experience Expert knowledge of networking Automate Optimize Cloud solutions to meet business needs Provides technical support and expertise for Microsoft liaison between the company and cloud service providers PLEASE NOTE : Thank you for your interest in this you are unable to apply through the link we have provided, please upload your CV to our website http://www
long-lasting customer relationships, understanding client needs and consistently meeting or exceeding expectations accounts and pitch additional services that meet their needs.
Manage and mentor junior account
Handle client issues and conflicts, providing strategic solutions and maintaining professional relationships simultaneously,
Leadership experience with the ability to motivate and guide a team related field.
Minimum of 5 years experience in account management within a digital marketing
skills and fluency in both English and Afrikaans. o Provide exceptional customer service to all patrons, assisting customer information. o Actively participate in training sessions to stay informed about product offerings
skills and fluency in both English and Afrikaans. o Provide exceptional customer service to all patrons, assisting customer information. o Actively participate in training sessions to stay informed about product offerings
relationships with clients, addressing queries, providing financial advice, and ensuring client satisfaction customized reports and conduct financial analysis as needed by management. Identify areas for process improvement degree. Completed SAIPA/SAICA articles. 5 years' experience in the industry Good communication skills (Afrikaans
results. This role provides an excellent opportunity to gain hands-on experience in client relationship delivery of our solutions according to customer needs.
Monitor and report on the performance with project management software.
Experience with CRM software such as Salesforce or HubSpot Administration, or related field.
Previous experience (1-2 years) in account management, sales, or