... Key Responsibilities: - Assist in preparing financial plans, reports, and documentation. - Handle ... where necessary. - Conduct market and product research for client presentations. - ... of investment and wealth management products. - Proficient in MS Office ...
8 days ago
... This position is for a financial advisor managing an existing ... Post Graduation Diploma in Financial Planning CFP Accreditation RE ... Wealth Management, Paraplanner, or Financial Advisory role. Verbal and ... range of services and products offered by EFG. ...
3 days ago
... client is a high-end product wholesale company, focused on providing ... high-end products in the market. Their goal ... is to combine these products with expert back-up ... month-end and year-end financial processes as needed Requirements • ...
10 days ago
... sales in respect of all products being offered by the organisation ... customer needs, the communication of product features and benefits and the ...
a month ago
... insights to management; Assimilating financial data into valuable information to ... with the costing for new product development; Financial modelling and price simulation ... and marketing interest. Experience in financial analysis, budgeting, and forecasting ...
a month ago
... will be expected to sell financial products and resolve any customer and ... agreement. Assisting customers in understanding financial products and services, such as credit ... all sales activities adhere to financial regulations and company policies, including ...
26 days ago
... , have a thorough understanding of financial products and services, and be dedicated ... credit checks and review financial documents to determine customer eligibility ... market conditions, and changes in financial regulations. Desired Experience & Qualification ...
27 days ago
... your expertise in UK mortgage products while enjoying the benefits ... FCA regulations. Assess clients financial situations and recommend suitable mortgage ... broker, mortgage adviser, or financial consultant. Strong knowledge of UK mortgage products, regulations ...
3 days ago
... e-filing. Income tax calculations. Drafting financial statements. Requirements: Matric with Accounting ... Accounting software experience essential (Xero Adviser certification) MS Excel - Intermediate (Pivot ...
a month ago
... and supporting clients and independent financial advisers. The primary objective is to ... and email interactions with clients, advisers, and internal teams. Maintain ... and legislative requirements governing investment products, including Employee Benefits and ...
4 days ago
... maintain information regarding products sold, follow product/system procedures, Keep ... abreast of developments and trends in the financial ... Regulations, Insurance product knowledge, Insurance sales & financial services, Sales ...
12 days ago
... maintain information regarding products sold, follow product/system procedures, Keep ... abreast of developments and trends in the financial ... Regulations, Insurance product knowledge, Insurance sales & financial services, Sales ...
27 days ago
... , financial goals and means, and provide the right product that ... of our products, new products, or changes in existing products. Manage, ... will be required. Apply product knowledge to accurately guide ... roles. Client service. Product sales and cross-selling ...
a month ago
... contractual aspects for the organisation & financial institutions. Provide expert F&I services ... their financial and insurance needs. Offer specialized finance and insurance products ... Class of Business qualifications. Financial degree or working towards one ...
23 days ago
... of; Inventory/stock, buying, staff, products merchandising, costs and profitability of ... related legislation Management of perishable products with short shelf life ... management reporting, and all basic financial systems. Excellent interpersonal skills and ...
4 days ago
... premium and uniquely curated products. Known for their ... environment as distinctive as the products they offer. With a ... with distinctive, high-quality products and an energetic team. ... skills. Solid administrative and financial skills. Strong analytical and ...
5 days ago
... will be responsible for overseeing financial management activities within a ... and entities. Prepare consolidated financial statements in accordance with ... Strategic Support: Provide detailed financial analysis on product profitability, cost structure ...
a month ago
... Elizabeth Start Date: ASAP Industry: Financial Services Minimum Requirements: BCom or ... a sales or business development roles Financial Services Knowledge on the investment ... on investment linked insurance products would be advantageous. Product sales and cross ...
4 days ago
... customers on relevant products, and maintaining strong relationships with financial institutions and ... and report on sales and financial progress Requirements: 1 - 2 years of ... and Class of Business certifications Financial degree or in progress (preferred ...
20 days ago
... , and have experience selling insurance products, this is your chance to ... and written). Knowledge of financial services products is advantageous. Proficiency in MS ...
24 days ago