PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund the annual review Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present
Responsibilities:
client in Westville is looking for a Business Analyst who comes from a development background. Your knowledge
SMEs - you must come from commercial property investment not Property Sales -this is not for estate agents need someone who understands commercial property investment and who can also do the finance attached to deal approved budgets. Oversee the end-to-end property investment process within the area office, with a specific property acquisitions, joint venture property investments and owner-occupied property acquisitions for present detailed investment proposal reports for consideration by relevant investment committees, ensuring
such as choosing investments Also explain tax laws relevant to certain investments and help with insurance and opportunities (e.g. insurance, investments and retirement products) Customize financial plans according changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
such as choosing investments Also explain tax laws relevant to certain investments and help with insurance and opportunities (e.g. insurance, investments and retirement products) Customize financial plans according changing needs Present and sell suitable financial products and services f you can answer “YES” to the following
PA / Admin Assistant with financial services / investment experience. Immediate start and own car essential other claim.eg. Dread Diseases, disability ETC Investments –Checking on fund performance's, exercising fund the annual review Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present
private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities
private and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities
providing clients with information on new and existing products and services Designing financial strategies Assisting circumstances Promoting and selling financial products to meet given or negotiated sales targets Qualifications