To market and sell Transactional Banking solutions to meet the needs of customers and stakeholders
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD must be maintained by attending training sessions and ongoing training towards a full CFP qualification qualification. Fit & Proper Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA
include Life, Invest, Insure, Health, Vitality and Banking all under the Clients umbrella and broker code appointments are made). TRAINING Compulsory to attend office meeting and in-house training. The minimum CPD must be maintained by attending training sessions and ongoing training towards a full CFP qualification qualification. Fit & Proper Training as per Board notice 190 (2017) Treating Customers Fairly (TCF) POPI FICA
focus on Conflict-of-Interest monitoring, AML, Banks Act, POPIA/PAIA, FATCA/CRS and Conduct. • A clear legislation and other industry requirements. • System training of new employees. • Assisting the Group Compliance Conduct (incl. FAIS, TCF), Conflicts of Interest, Banks Act, FATCA/CRS etc. • Reporting writing essential
focus on Conflict-of-Interest monitoring, AML, Banks Act, POPIA/PAIA, FATCA/CRS and Conduct. • A clear legislation and other industry requirements. • System training of new employees. • Assisting the Group Compliance Conduct (incl. FAIS, TCF), Conflicts of Interest, Banks Act, FATCA/CRS etc. • Reporting writing essential
software system skills. Debtors, Creditors & Bank recon experience. Bookkeeping up to trial balance
include: Debtors and creditors reconciliations, bank reconciliations, budgets, costing, invoicing, ledgers Statements Collection of outstanding debt Compile Bank reconciliations Assist with Costings Assist with
House servicing/new business; and Must attend all training sessions and further the employee is required selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered
House servicing/new business; and Must attend all training sessions and further the employee is required selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered