Entities that the company administers. You will need to produce financial statements on a timely basis monthly cash and stock reconciliations. You will need to monitor asset pricing and pricing sources for What you'll need You will need to have an Accounting Degree and at least 2 years of experience working as you'll get You will get the opportunity to gain experience at one of the biggest investment administration
Entities that the company administers. You will need to produce financial statements on a timely basis monthly cash and stock reconciliations. You will need to monitor asset pricing and pricing sources for What you'll need You will need to have an Accounting Degree and at least 2 years of experience working as you'll get You will get the opportunity to gain experience at one of the biggest investment administration
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification
financial journey. They will adapt to changing needs and help maintain and grow the client's finances evaluating the client's financial needs, investment opportunities, and insurance needs. Develop client pipelines Recommend financial solutions based on client needs. Completed post matric finance related qualification
tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role you'll need sound experience of at least 5 years in
tailored solutions to meet their clients' diverse needs. Our client fosters a collaborative culture that client-centricity. What you'll need To succeed in this role you'll need sound experience of at least 5 years in
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provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
provide and implement advice in respect of insurance needs and solutions to the company clients in conjunction opportunity awaits you. Requirements: Minimum 5 years' experience as a Broker Consultant / Life Insurance Agent standing requirements. Meet the FAIS minimum experience requirements in respect of long-term insurance insurance categories. Fully computer literate, xPlan experience advantageous. Responsibilities and expectations Insurance (Death, Disability and Critical Cover) needs. This will include specialist areas such as Estate
provides comprehensive services tailored to the needs of ultra-high-net-worth individuals, families, and operations and client satisfaction 3 years of experience in working in the financial industry Degree in business and finance or similar Team management experience required