Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Conducting market research to identify potential clients and strategic partnerships for The Company. Organising and participating in networking events, conferences, and industry forums to establish and strengthen business networks. Assessing the financial health and potential risks of targeted compa
Weekly and monthly ncentives Motivating and exciting office environment
Weekly and monthly ncentives Motivating and exciting office environment
proposition to clients. Be present in all compliance officer meetings with your Financial Planning Partner(s) Address all remedial actions from the compliance officer timeously. Operational support for Portfolio Managers knowledge. Competencies Computer skills: Microsoft Office (Excel, Word, Outlook and PowerPoint essential);
clients and setting up meetings, either within an office environment or in clients' homes or business premises
clients and setting up meetings, either within an office environment or in clients' homes or business premises
paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access
paid to qualifying advisers of up to R75k Upmarket office space and facilities provided at no cost Full access
work after hours. Intermediate knowledge of MS Office package including Outlook. Must be fully vaccinated