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
Requirements
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advanta
Requirements
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advanta
Requirements
2 years’ experience in a sales and/or customer service role
2 years’ experience in the insurance and/or financial services industry rendering financial advice (advanta
Detailed description
The successful candidate will be responsible for the following key performance areas:
Analyse and interpret budget data and provide guidance in line with accounting princ
REFERENCE: TECH/CFO/18/2024
DEPARTMENTAL MISSION: To provide strategic financial leadership and direction to the Division and manage its financial health and governance
KEY PERFORMANCE
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotatio
Job description:
To provide assistance to the Advisers. The position will focus on personal and commercial lines business.
Responsibilities:
Liaising with clients
Preparing quotatio
Responsibilities:
Manage and analyse all periodic financial reporting for applicable entities (including annual financial statements, board packs)
Manage budget process for applicable entities
Responsibilities:
Supporting FP&A Lead in FP&A domain while ensuring adherence to baseline values for all Service Level Agreements- CPS & KPI
Supporting FP&A COE Lead in
Job Description
Source Utilisation: Obtain walk in client or data leads from the Bank staff in the branches (Consultants,
Customer Experience: To provide service excellence and achieve c
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