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
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); of the team. Professional presence: as a representative of the organization, a professional image and professional professional conduct are always expected and required. Time management: ability to manage time and tasks
clients and setting up meetings, either within an office environment or in clients' homes or business premises need for client confidentiality An ethical and professional approach to work Benefits: Unlimited earning
clients and setting up meetings, either within an office environment or in clients' homes or business premises need for client confidentiality An ethical and professional approach to work Benefits: Unlimited earning
needs analysis Relationship building Build a professional practice under the Liberty brand Provide solutions and sales). You will receive training from professional Trainers as well as your Manager and will therefore
needs analysis Relationship building Build a professional practice under the Liberty brand Provide solutions and sales). You will receive training from professional Trainers as well as your Manager and will therefore
software. The role requires a detail-oriented professional who is committed to excellence and can work to project performance and progress. Maintain professional relationships with customers, suppliers, and
Weekly and monthly ncentives Motivating and exciting office environment
Weekly and monthly ncentives Motivating and exciting office environment