travel to clients on a weekly basis - Gauteng, Cape Town and KwaZulu Natal. Must have own and reliable transport Development: Develop and implement strategic account plans that outline the objectives, goals, and actions Development: Develop and implement strategic account plans that outline the objectives, goals, and actions product demonstrations, business reviews, or account plans, is important for conveying information and ideas pivot when necessary. Strategic Planning: Developing strategic account plans that outline objectives, strategies
Knowledge
services, including investment management, estate planning, tax strategies, and risk management. Develop advice, including investment management, retirement planning, and tax-efficient strategies Conduct thorough with a team of professionals to coordinate estate planning and insurance solutions Monitor and adjust investment
and helping them develop a comprehensive financial plan. Conducting detailed financial analyses for clients clients in creating and implementing financial plans to achieve their short-term and long-term objectives Regularly monitoring and reviewing clients' financial plans to ensure they remain aligned with their goals.
services, including investment management, estate planning, tax strategies, and risk management. Develop advice, including investment management, retirement planning, and tax-efficient strategies Conduct thorough with a team of professionals to coordinate estate planning and insurance solutions Monitor and adjust investment
and helping them develop a comprehensive financial plan. Conducting detailed financial analyses for clients clients in creating and implementing financial plans to achieve their short-term and long-term objectives Regularly monitoring and reviewing clients' financial plans to ensure they remain aligned with their goals.
methods. Knowledge of project planning techniques and automated project planning tools required. Manage project approval of corrective action and/or contingency plans. Manage stakeholder relations and expectations to that project delivery scope is specified and met. Plan and implement change management processes. Ensure
smoothly on time and on budget. As the Project Manager plans, organises, directs, controls and coordinates special and controlling meetings. Strategic thinking and planning abilities. Understanding of Waterfall and Agile quality and scope constraints. Create the project plan and project charter. Develop project schedules Manage risks, issues and dependencies. Develop contingency plans to minimise or prevent any negative impact to the requirements are correctly understood and implemented. Planning and monitoring queries from internal and external
- Facilitate daily stand-ups. Iteration/sprint planning meetings – Protect the team from over-committing analysis of burndown charts and other portfolio planning tools to understand what gets built and at what
and external communications and documentations. Plan, organize, and support sponsorship activities. Liaise