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 ac
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 ac
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
The work:
Understand current and future client needs in the context of market dynamics, and apply insights to recommend short and/or long-term value creation for the client at the C-suite
Are you someone who can:
Make use of data analytics and scripts during compliance reviews and validation to create efficiencies and create ongoing monitoring opportunities.
Manage end to FinC
Are you someone who can:
Make use of data analytics and scripts during compliance reviews and validation to create efficiencies and create ongoing monitoring opportunities.
Risk assessments a
Are you someone who can:
Build and maintain strong relationships with clients.
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expecta
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
Are you someone who can:
Build and maintain strong relationships with clients.
Provide a positive customer experience by being helpful and sensitive to customer transactional needs and expecta
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
RESPONSIBILITIES AND OBLIGATIONS
The primary responsibility of this role is to ensure the efficiency of the Oracle ERP System that supports the requirements of the CDC Business and Corporate Object
Description
We are seeking a dynamic Business Manager to drive profitability and expand our product portfolio. This role involves managing financial services products and key stakeholder relationsh
To manage the Reporting, Budgeting and Forecast functions for the Group
Minimum requirements
CA (SA)
1 – 3 years’ post qualification experience
Budget, planning and foreca
Job Summary
To grow the Absa customer base through acquisition and increased customer profitability of the identified portfolio. Gain new customers and increase port folios of current customers
Job Description
Key accountabilities Accountability:
To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser S
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
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch cont
PURPOSE OF THE ROLE
To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
Providing sound financial advice and a high level of client service in a Branch cont