individual fund performance iro developmental, financial returns. Support internal processes regarding purposes Technical/Functional Competencies: • Financial and business acumen• Data interpretation and analytics• ensure the company and the economy derive the financial and developmental benefits envisaged by these diligence disciplines (e.g. Marketing, Technical or Financial) with regards to investing in Funds Monitoring of investments Experience in interpretation of financial statements. Back-office support in the management
ensure the company and the economy derive the financial and developmental benefits envisaged by these diligence disciplines (e.g. Marketing, Technical or Financial) with regards to investing in Funds
Reference: JHB002294-DN-1 Our client in the Financial sector based in Midrand is looking for a Transactional Transactional management role in the banking or financial services industry of which 2-3 years experience analytical skills with the ability to interpret financial data and identify trends Ability to make data-driven banking software, platforms, Microsoft Office suite Financial and commercial acumen Report writing Understanding the needs of all parties Negotiate pricing and financial arrangements with clients Monitor the portfolio
Reference: JHB002294-DN-1 Our client in the Financial sector based in Midrand is looking for a Transactional Transactional management role in the banking or financial services industry of which 2-3 years experience analytical skills with the ability to interpret financial data and identify trends Ability to make data-driven banking software, platforms, Microsoft Office suite Financial and commercial acumen Report writing Understanding the needs of all parties Negotiate pricing and financial arrangements with clients Monitor the portfolio
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our experience in similar role • 3rd party experience • Financial Distribution • Knowledge of long-term insurance Critical Illness Skills • Industry Knowledge • Financial Planning • MS office • 3rd Party Sales Cycles
player in South Africa's financial services industry. We're passionate about financial services and the good needs. We're applying these same principles to financial services to create products that better meet our experience in similar role • 3rd party experience • Financial Distribution • Knowledge of long-term insurance Critical Illness Skills • Industry Knowledge • Financial Planning • MS office • 3rd Party Sales Cycles
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
Our client is in the Financial Planning and Wealth Management sector Capturing and taking minutes of of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on requirements; Ensuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business them as well as uploading quotations prior to Financial Advisor/s meeting with the client; Ensuring that that may be received by the Advisor/s and the Financial Planning Practice; Interact with Clients Diligently
investment mandates and client instructions via financial advisers onto underlying platforms Work closely intellect with a high level of commercial and financial acumen. Your excellent interpersonal skills enable deliver at speed High level of commercial and financial acumen Excellent interpersonal skills and change significantly in Financial Personality Assessments, Cash Flow Modelling / Financial Needs Analysis, Investor
investment mandates and client instructions via financial advisers onto underlying platforms Work closely intellect with a high level of commercial and financial acumen. Your excellent interpersonal skills enable deliver at speed High level of commercial and financial acumen Excellent interpersonal skills and change significantly in Financial Personality Assessments, Cash Flow Modelling / Financial Needs Analysis, Investor