What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Description
The Senior Compliance Specialist: FAIS and Insurance is responsible for assisting in developing and implementing procedures to ensure compliance with regulations/legislation affe
What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated key accounts
Job Summary
Provides financial services to meet client specific needs to promote, market and sell Financial Solutions in accordance with relevant legislation, to meet sales targets and achieve s
Job Summary
To build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improvi
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) Part
Key Accountabilities:
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff) Part
Required Skills and Competencies
In-depth knowledge of global and African STI trends and challenges, including AI and the Fourth Industrial Revolution.
Proven expertise in policy develop
Job Summary
To follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the se
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and
Job Description
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expectations as well as educating customers to the correct channel (eCha
Job Summary
Support the Relationship Executive in the optimisation of profit and economic value for portfolios of Growth Business key account clients requiring medium to high complexity commerci