Strategic Partnerships, Head of Doctoral, Head of Research, Head of Executive Education, Head of Masters, academics
Strategic Partnerships, Head of Doctoral, Head of Research, Head of Executive Education, Head of Masters, academics
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable) network/social contact Strong presentation skills Analytical thought process Reliability Previous sales track
life. Financial Advisers are there to help their clients plan for the future they want by developing financial New business development Offering solutions to clients based on their financial situation Financial needs under the Liberty brand Provide solutions for clients Qualifications: Matric (essential) Degree (preferable) network/social contact Strong presentation skills Analytical thought process Reliability Previous sales track
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and and preparing plans best suited to individual clients' requirements Completing risk analysis Researching Researching the marketplace and providing clients with information on new and existing products and services strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
career and grow your portfolio. Work directly with clients as their financial wellness coach, helping them their financial goals Develop a roadmap to help clients build, protect, and transition their finances and help clients make sense of their financial lives in actionable ways, ensuring a high-quality client experience goals of clients according to their specific lifestyles and financial needs Meet with clients to form for creating and accumulating wealth Obtain new clients and be innovative in crafting solutions to improve
Requirements: In-depth experience with website analytics tools. Knowledge of ranking factors and search
Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS Understand legislation Product and scheme rule knowledge Skills Analytical Ability Numerical Ability Attention to Accuracy
car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial