decisions making process. Daily Morning Meeting Ensure you attend the Daily Morning Meeting, chaired by the CIO
decisions making process. Daily Morning Meeting Ensure you attend the Daily Morning Meeting, chaired by the CIO
representatives and CEO for their meeting on Friday morning. Purchase & Payables: •Ensuring discounts are
(Everest advisory only) · SLA (Everest advisory only) · Record of advice (Everest advisory only) · Review document risks) (Everest advisory only) · Investment application form (Everest Wealth only) · Quote (repeat) (Everest (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and train, monitor (Everest Wealth only) · Pre-trade Compliance policy and procedures (Everest Wealth only; re-invent investment Personal Account Trading policy (Everest Wealth only) Registers · Risk register · Mandate breach register
(Everest advisory only) · SLA (Everest advisory only) · Record of advice (Everest advisory only) · Review document risks) (Everest advisory only) · Investment application form (Everest Wealth only) · Quote (repeat) (Everest (Everest Wealth only) Policies, plans and registers. Pack: Create, maintain, implement, and train, monitor (Everest Wealth only) · Pre-trade Compliance policy and procedures (Everest Wealth only; re-invent investment Personal Account Trading policy (Everest Wealth only) Registers · Risk register · Mandate breach register
for client needs. Fair process: Fair assessment, only shortlisted candidates contacted due to volume. Recruitment. We assist in the employment process ONLY. Applicant Responsibility: Upon applying, confirmation
for client needs. Fair process: Fair assessment, only shortlisted candidates contacted due to volume. Recruitment. We assist in the employment process ONLY. Applicant Responsibility: Upon applying, confirmation
p>TO APPLY:
with the client of monthly management accounts. ONLY APPLY IF YOU ARE LIVE IN CENTRAL OR SOUTHERN PARTS to be able to go see clients if necessary Please only apply if you have worked with multiple clients or
(JB4379) Remote (Suitable for candidates in Gauteng only) R25 000 to R30 000 a month CTC Permanent A Travel for client needs. Fair process: Fair assessment, only shortlisted candidates contacted due to volume. Recruitment. We assist in the employment process ONLY. Applicant Responsibility: Upon applying, confirmation