As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
As a Trusts and Beneficiary Funds Consultant - you will be responsible for the devvelopment and maintenance asset and income targets for marketing of: -Sanlam Trust Beneficiary Fund at approved retirement funds for Section 37C of the Pension Fund Act; and -Guardian Trust to intermediaries and individual policy holders presentations, etc. of Beneficiary Fund, Guardian Trust and Umbrella Trusts. 6. Prepares the presentation and tenders clients/intermediaries in order to ensure that Sanlam Trust stay their preferred service provider. 17. Advice
client relationship management within the unit trust and collective investment schemes space. The ideal increase assets under management (AUM) in unit trusts and collective investment schemes. Build and maintain client relationship management within the unit trust/collective investment schemes sector. Demonstrated achieving sales targets. Strong understanding of unit trusts, collective investment schemes, and the broader
client relationship management within the unit trust and collective investment schemes space. The ideal increase assets under management (AUM) in unit trusts and collective investment schemes. Build and maintain client relationship management within the unit trust/collective investment schemes sector. Demonstrated achieving sales targets. Strong understanding of unit trusts, collective investment schemes, and the broader
G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
G Suite, Zoom) Telephone etiquette Knowledge on Trust entity and company structures Knowledge on property including Chartered Accountants, Tax Specialists, Trust Attorney, Rental Managers, Homeloan Specialists
Relationship Architects: Build lasting connections through trust, integrity, and personalized service. Lead Seekers:
Relationship Architects: Build lasting connections through trust, integrity, and personalized service. Lead Seekers:
high priority and low priority customers Build trust and confidence of Customers, through reliable and
high priority and low priority customers Build trust and confidence of Customers, through reliable and