Updating client portfolios
Assist with planning and recommendation to clients on their portfilio
Portfolio construction
Liaise with clients
Update client portfolios on Wealthcraft, Retirement Cash Forecaster and Asset Allocation and required by FAIS.
Ensuring accurate and
Diligent and ambitious
Experience in managing various departments and staff members Original
Advanced computer literacy (MS Office) Managing the complaint management and unauthorised transaction dispute dispute teams Prioritising of client complaints Managing of complaints end-to-end Direct communication (telephonic after resolving a complaint The post Complaints Manager appeared first on freerecruit.co.za .
etc)
requirements:
premises. Reporting to the Regional and General Manager.
Minimum Requirements:
registered and accredited
rendered
Centre Manager Job Summary: The Centre Manager is responsible for overseeing the day-to-day operations operations and overall management of a mixed-use Centre located in Mbombela in the Mpumalanga province. The primary service skills. Responsibilities: Operations Management: Oversee all aspects of the Centre's operations relations, maintenance, security, housekeeping, waste management, and parking. Develop and implement efficient and marketing initiatives. Financial Management: Develop and manage the annual budget for the Centre, ensuring
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