basic
Medical aid allowance of R764
Retention bonus - to be explained if successful
Monthly
ongoing service and support to your client base ● Retention of existing business including renewal discussions
Experienced DBA required for Investment House. A minimum of 3 years experience working with data in financial
financial statements on time. Manage banking, investments, and prepare budgets and forecasts. Implement
strategies to enhance customer relationships and retention. Analyze customer data to identify trends and
tailored to individual client Provide advice on investment strategies, retirement planning, estate planning risk management strategies Provide advice on Investment and Risk Products. Identify opportunities for
tailored to individual client Provide advice on investment strategies, retirement planning, estate planning risk management strategies Provide advice on Investment and Risk Products. Identify opportunities for
sales strategy by maximizing the Return on Time Investment for the territory/segment. Supplies management
guidelines for data collection, integration, and retention. Monitor data sources, processing, and environment
guidelines for data collection, integration, and retention. Monitor data sources, processing, and environment