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21.09.2024
Sanlam Short Term Financial Adviser - Pretoria
Pretoria
... sales) that are suited to their needs and requirements. Undertake the procurement of sustainable 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 ...
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Sanlam Limited
27.09.2024
Private Banker Pipeline
Pretoria
... sales support team in ensuring that they are enabled to support you in your portfolio. Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio. Prepare weekly for performance discussions with Area ...
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Absa Bank Limited
27.09.2024
Private Wealth Banker - Coverage (FAIS)
Pretoria
... sales support team in ensuring that they are enabled to support you in your portfolio. Accountability: Deepen relationships with our customers through meeting their individual needs and achieving the required income from each portfolio. Prepare weekly for performance discussions with Area ...
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Absa Bank Limited
29.09.2024
Business Development Manager Trust Services
Pretoria
... sales sources. Keep abreast of changes in the Pension Funds environment. Accountability: Compliance (10%) Adhere to ABSA Group compliance requirements and industry-related legislation. Ensure compliance with legislation regulating the Beneficiary Fund environment. Role / Person Specification ...
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Absa Bank Limited
20.09.2024
Business Analyst: SLS SanlamConnect Succession Fin Planning (Lynnwood) (PG 11/12) (Rerun)
Pretoria
... Sales advice processes/steps/standards/guidelines • Sales tools, calculators, and aids • Content management processes and guidelines • Financial services compliance legislation/regulations (incl. FAIS, TCF, PPI etc.) Core competencies Personal attributes: • Effective at building partnerships • ...
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Sanlam Limited
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