their duties within an advice framework, build an internal and external network and grow the customer base including income, expenses, assets, liabilities, and investment portfolios. Develop personalized financial plans tolerance, and timelines. Provide expert advice on investment strategies, asset allocation, retirement planning Regularly monitor clients' financial plans and investment portfolios to ensure they remain on track towards Educate clients on financial management principles, investment options, and the potential risks involved. Identify
(Discretionary Fund Manager), Sanlam Glacier, Stanlib, Investments Computer literacy (MS Office, Teams) XPLAN experience rings Excellent telephone etiquette (externally, internally) Filter and transfer calls Taking and communicating
(Discretionary Fund Manager), Sanlam Glacier, Stanlib, Investments Computer literacy (MS Office, Teams) XPLAN experience rings Excellent telephone etiquette (externally, internally) Filter and transfer calls Taking and communicating
build positive relationships and work environment, invest in people skills, communicate effectively and efficiently
build positive relationships and work environment, invest in people skills, communicate effectively and efficiently
requirements to ensure optimum ROI Define major investment opportunities to improve productivity. Ensure
requirements to ensure optimum ROI Define major investment opportunities to improve productivity. Ensure
build positive relationships and work environment, invest in people skills, communicate effectively and efficiently
money spent ,i.e. what has been a sound return on investment Maximising marketing spend available from Vendors
company adheres to regulatory requirements and internal policies, while making sure produce and processes updated of issues in the field of quality control (Internal Audit/Audit reports/audit requirements/legal requirements/Health as generating reports for feedback to Manager (Internal audits/ Health and Safety/Carbon Calculator/ Environmental standards, root cause analysis and trends Conducts internal audits and ensure that non-conformances are raised non-conformance close-out Compliance : Ensuring accurate internal checks are performed, compliance and health and