deliver comprehensive wealth management services, including investment management, estate planning, tax strategies strategies, and risk management. Develop customized financial strategies to meet clients' long-term goals objectives Provide holistic wealth management advice, including investment management, retirement planning, and the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
deliver comprehensive wealth management services, including investment management, estate planning, tax strategies strategies, and risk management. Develop customized financial strategies to meet clients' long-term goals objectives Provide holistic wealth management advice, including investment management, retirement planning, and the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
system for monthly billing of Business Development Managers. • Meet or exceed monthly sales procurement targets pricing covers, and electronic USB stick covers. • Manage tender tracker, ensuring all tenders submitted sales cycle for invoicing and closure on system. • Manage and provide regular updates on all deals for assigned for original import documents. • When required, manage supplier portals such as Ariba, Anglo, Coupa, SAP license cards. • Navigate Teams sites like Sales Management & Company Bid Office and provide assistance
M&A or strategy consulting environment Project Management qualification advantageous
to take a brief and execute it Must be able to manage multiple projects at the same time. Must have strong
to take a brief and execute it Must be able to manage multiple projects at the same time. Must have strong
the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
receipting queries, cash collection procedures and managing bookings in terms of standard terms and conditions tasks • Completion of reports on request from management 2 years experience BCom degree in finance R300K
the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage