million
Requirements:
documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing; Checking that Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily basis; Keeping Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s in-house servicing/new business; and Must attend all training sessions and further, the candidate is required
documentation and Financial Needs Analysis (FNA) accompany all new business and/or client servicing; Checking that Compliance is completed correctly; Ensuring that all Compliance documentation is loaded on X-plan for for the Internal Compliance Officer as well that all FNA's are attached to X-plan on a daily basis; Keeping Advisor/s meeting with the client; Ensuring that ALL portfolios are prepared one week prior to the Advisor/s in-house servicing/new business; and Must attend all training sessions and further, the candidate is required
potential leads via networking and cold calling Nurture all leads, follow up and attend to provision of requested pipeline and maintaining detailed customer database Grade 12 Senior Certificate Minimum of 1 year of sales
potential leads via networking and cold calling Nurture all leads, follow up and attend to provision of requested pipeline and maintaining detailed customer database Grade 12 Senior Certificate Minimum of 1 year of sales
Experience & Competencies:
Grade 12 or equivalent
Min 2 years sales experience
the luxury retail industry would be beneficial. Grade 12 certificate. Tertiary qualification in Psychology
the handling of heavy rugs. Minimum requirements: Grade 12 qualification At least 3 years sales experience
candidate must meet the following requirements: Grade 12 with a relevant tertiary qualification / further
the luxury retail industry would be beneficial. Grade 12 certificate. Tertiary qualification in Psychology