weekly account reviews with the sales representatives.
Preparation of Month end files. Raising of Sales Invoices. Assisting branches and other stakeholders with all
Overview:
Our client, a leading Private Bank and Wealth Manager catering specifically for High-Net-Worth clients, is seeking to appoint a Senior Financial Advisor. This position will be responsible for providing financial advice on both life risk and investments products to
decision-making processes. - Support sales activities by assisting in lead generation, customer outreach
decision-making processes. - Support sales activities by assisting in lead generation, customer outreach
Reference: DUR002895-SN-4 Our client, a national manufacturing concern, needs your experience and expertise to provide an overview and analysis of COS and Gross Contributions Stats at division level, as well as assist with Sales-related and adhoc feasibility projects. The Person: B.Com Degree in Cos
various reports (sales, debtors, insurance, etc.). Complete CIPC annual return and assist with claims processing
various reports (sales, debtors, insurance, etc.).