and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory role role Financial planning and sales experience Must be in possession of an RE 5 qualification High-performing transferable book of AUM will be beneficial Offshore experience will be beneficial Salary Basic commission (to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular What you'll need Minimum requirement: NQF5 qualification 2 years' experience in a financial advisory role role Financial planning and sales experience An RE 5 qualification will be highly advantageous High-performing transferable book of AUM will be beneficial Offshore experience will be beneficial Salary Basic commission (to
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular What you'll need Minimum requirement: NQF5 qualification 5 years' experience in a financial advisory role role Financial planning and sales experience Must be in possession of an RE 5 qualification High-performing transferable book of AUM will be beneficial Offshore experience will be beneficial Salary Basic commission (to
Needs to understand Commercial Lines product requirements. Various Insurers – Commercial products Needs translate product requirements into system functionality – Eg. What information is required to be captured
and are known throughout the industry for their experience and strong track records. How you'll role In Maintain an internationally recognised customer experience Ongoing servicing of client book Conduct regular meetings with key clients What you'll need Proven experience in a financial advisory or wealth management African equivalent) Financial planning and sales experience A strong desire to learn and grow professionally will be beneficial but not essential Offshore experience will be beneficial Salary Basic commission (to
ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre Centre experience in Financial Services business; Excellent business writing skills; Afrikaans and English
ensure client satisfaction. ESSENTIAL REQUIREMENTS: 1-2 years experience in an Asset Management business; Services experience specifically Asset Management, Retirement Funds and Unit Trusts Offshore; Call Centre Centre experience in Financial Services business; Excellent business writing skills; Afrikaans and English
all insurance queries within required timeframe and compliance requirements; Undertaking client follow-ups Adhering to underwriting criteria and regional requirements; Assist with profiling the client with the best absence of key resources, assisting where required. Matric / Grade 12 MUST have NQF4 (insurance related Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage
all insurance queries within required timeframe and compliance requirements; Undertaking client follow-ups Adhering to underwriting criteria and regional requirements; Assist with profiling the client with the best absence of key resources, assisting where required. Matric / Grade 12 MUST have NQF4 (insurance related Min. 3 Years Insurance experience in a Call Centre Commercial Insurance experience RE would be an advantage
if required by the assistant accountant