advise them on products, including forthcoming developments and special promotions. Responsible for building sales pipeline in accordance with targets set. Develop a thorough understanding of client objectives and accuracy. Develop and maintain relationships with clients through regular review meetings. Develop a complete
advise them on products, including forthcoming developments and special promotions. Responsible for building sales pipeline in accordance with targets set. Develop a thorough understanding of client objectives and accuracy. Develop and maintain relationships with clients through regular review meetings. Develop a complete
Investment Associate: Rural, Township and Community Development Fund (permanent).
The
literacy and competency in Excel spreadsheet, MS Word and MS PowerPoint
EXPERIENCE IN FULL PAYROLL ADMINISTRATION AND SKILLS DEVELOPMENT REPORTING NON NEGOTIABLE. Monthly Salaries Payroll Training Report To act as the company Skills Development Facilitator Arrange and book for employee trainings and EFTS for payment PAYE, UIF Levy, Skills Development Levy Garnishees Liberty and MIBFA Provident fund
prosperity of their team members. As a Business Development Consultant, you will embark on a journey with Representatives (RE5) 12 CPD (continuous professional development) points Call center agents not preferred unless
Strong academic track record and numerical ability MS office skills (Word, Excel, Outlook, PowerPoint) transactions Daily assessments of Net Asset Values (NAVs) and fund performance Validate asset possession to established protocols Proactively fulfilling dynamic and diverse responsibilities as per business needs
Strong academic track record and numerical ability MS office skills (Word, Excel, Outlook, PowerPoint) transactions Daily assessments of Net Asset Values (NAVs) and fund performance Validate asset possession to established protocols Proactively fulfilling dynamic and diverse responsibilities as per business needs
well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes tools Pass competence assessment by Business Development Managers and Financial Planner on planning tools level where the Financial Planner or Business Development Manager can take over the scenario planning function Portfolio Manager are aligned and compliant to mandate) NAV (internal software), IT, Systems & KPIs All client awareness and understanding of information available on NAV to support the Financial Planner. Liaise and orientate
well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes tools Pass competence assessment by Business Development Managers and Financial Planner on planning tools level where the Financial Planner or Business Development Manager can take over the scenario planning function Portfolio Manager are aligned and compliant to mandate) NAV (internal software), IT, Systems & KPIs All client awareness and understanding of information available on NAV to support the Financial Planner. Liaise and orientate
Computer proficiency: MS Office (Word, Excel and Outlook) Proficiency with the NAV accounting programme retirement fund, among others RESPONSIBILITIES Develop and implement effective financial management strategies financial audits; with minimal findings Manage and develop team members to their full potential, further ensuring