and develop clientele by networking to find new customers and generate lists of prospective clients Participate and communication skills Service-oriented and customer centric Analytical thinker Strong business acumen understanding of the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme.
Become a certified Wealth Planner, launch your career by joining our 24 month learnership programme.
ation of Financial Statements
costs, eliminate errors, and deliver excellent customer service. Partner with cross-functional support environment. Forensic Management: Ensure regular liaison with audit teams regarding risks in the operations fraud/theft occurrences, investigation, outcome, and liaison with HR in terms of necessary disciplinary action
payroll Preparation of Financial Statements Client liaison and financial presentation Knowledge of Trust Structuring
accounting Preparation of Financial Statements Client liaison and financial presentation Knowledge of Trust Structuring
taxation Preparation of Financial Statements Client liaison and financial presentation Management of finance
function. Managing the Insurance requirements for Customers in the relevant portfolio. Activities include reconciliation of accounts; resolving queries; customer visits; statement sending and engagement with rebates Reconciliations of the debtors' accounts Customer Statements Facilitate New accounts – SAP system Master file maintenance Communicating with BU's Customer visits to be executed to ensure good working relationship Release within mandate Customer Visits / Insights Regular visits of customers to resolve queries Regular