Financial services providers Manufacturing companies Engineers (including the aviation industry) Small business business enterprises Building, electrical and civil contractors Individual and corporate tax returns Non-profit
applicable. Perform desktop research using search engines to obtain industry information required in the the assessment of applications. Identify risks on applications and make recommendations to the Regional effective portfolio management to reduce the portfolio risk of the client in conjunction with the Post-Investment environment). Ability to perform desktop analysis and risk assessments on applications and put forward compelling
personalized financial plans based on clients' goals, risk tolerance, and timelines. Provide expert advice principles, investment options, and the potential risks involved. Identify areas where clients can improve Accounting/ Marketing/ Business Management/ Finance/ Risk Management. Post Graduate Diploma in Financial Planning
Ensure that your department complies with VKB's Risk Management policies and procedures Continuous compliance
Ensure that your department complies with VKB's Risk Management policies and procedures Continuous compliance
transaction, preparation of project appraisal to risk. Leverage funding structure that suits the client communication at all levels; good writing skills; risk identification and mitigation; understanding of
and advise clients on them. Report possible fraud risks or misconduct in client business practices. Stock
minimum of 5 years' people management experience Engineering Degree / B.Com Degree MBA / CA (SA) or relevant