To manage the Hospital Benefit Management Department, provide clinical oversight and training, incorporating incorporating the philosophy of Demand Management. To identify areas of clinical risks and assist in mechanisms assist the Clinical Care Coordination Senior Manager with client specific projects. KEY PERFORMANCE AREAS valuable input into the Scheme's managed care strategy Communicate the managed care strategy back into the present the relevant managed care reports for the schemes Articulate the value of the managed care solutions
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
own car essential. Duties include: Diary Management Client Liaison General Administration – filing, photocopying photocopying, faxing, Internet & E-mail Client Queries /Services Errands Presentations & spreadsheets Ensuring FICA and FAIS requirements are meet with each client. Processing death claims or any other claim.eg fund performance's, exercising fund switches for clients Retirement Fund at Sanlam –Monthly processes and Attend various FSPs in-house product training Draft Client Advise Record (CAR) and present to the Financial
Dynamic wealth management company based in Westville requires a suitably experienced and qualified paraplanner paraplanner to assist with all wealth management planning and advice related activities on an initial
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and suited to individual clients' requirements Completing risk analysis Researching the marketplace and providing providing clients with information on new and existing products and services Designing financial strategies strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises Conducting in-depth reviews of clients' financial circumstances, current provision, and suited to individual clients' requirements Completing risk analysis Researching the marketplace and providing providing clients with information on new and existing products and services Designing financial strategies strategies Assisting clients to make informed decisions Reviewing and responding to clients changing needs
has an established track record in providing management education and training to business and public is responsible for the academic leadership and management of the School and the Executive Education Company leadership and strategic direction of the School in research, teaching, community and business engagement, Strategic Partnerships, Head of Doctoral, Head of Research, Head of Executive Education, Head of Masters Director/Dean is part of the College Leadership and Management Team and reports to the Board and to the DVC
has an established track record in providing management education and training to business and public is responsible for the academic leadership and management of the School and the Executive Education Company leadership and strategic direction of the School in research, teaching, community and business engagement, Strategic Partnerships, Head of Doctoral, Head of Research, Head of Executive Education, Head of Masters Director/Dean is part of the College Leadership and Management Team and reports to the Board and to the DVC
typically include data collection, report creation, research, business plan conceptualization, BEE verification
financial planning advice to private and business clients by identifying their Investment and lifestyle needs opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: cultivate your own client base by networking, referrals and prospecting • Meet clients in person to provide advice to “retained” clients • Develop and implement strategies to obtain and manage business opportunities and Corporate accounts • Manage and strengthen relationships • Resolve client concerns, queries and/or