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Today
Financial Planner IS
Pretoria
... business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which ...
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Sanlam Limited
10.08.2024
Private Clients Advisor-1
Pretoria
... business case to motivate for financial resources. Analyse and develop implementation plans against the forecasted financial budget. Develop tactical budget for area of responsibility that minimises expenditure and manages costs. Control the budget for area including the authorisation of ...
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FirstRand Bank Limited
10.08.2024
Clerk: Quality Assurance
Pretoria
... information Daily/weekly/monthly quality report audits Listen to non-sales calls and achieve set targets AIMS notes monitoring Lead and enquiry box management Call recording retrievals Provide feedback to management on findings Identify risks and communicate this to management Identify training ...
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Assupol Life Limited
10.08.2024
Private Banking Analyst Private Clients
Pretoria
... business offering. Assist with profit growth for the business. Ensure effective management of the leads pipeline. Develop, encourage and nurture collaborative relationships across the FRG. Continuously assess own performance, seek timely and clear feedback and request training where ...
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FirstRand Bank Limited
10.08.2024
Universal Advisor Lead
Pretoria
... information is actively shared. Complete daily Administration Functions in the Branch to mitigate risk. Assist with Management of branch required Cash Holdings and teller, ATM related cash issuing and direct customers to electronic methods of banking and assist in utilisation. Act responsibly ...
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FirstRand Bank Limited
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