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Financial Budget Management Manage expenses to deliver operational objectives while in line with approved budget Customer External Customer Satisfaction:Effective and consistent service delivery and support to external clients Customer Engagement/ Retention:Engagement/Retention of clients within current portfolio Internal Collaboration: Effective and consistent service delivery and support to all internal clients. Internal Planning and management Contribute towards the development of the strategic plan for Wealth Management. Develop the annual operational plans for Wealth Management in Sales. Establish and manage appropriate Wealth Management forums in Sales. Production of appropriate Wealth-Management management reports Business Owner Contribute towards the development of leadership and IP for the philosophy and definitions of the Wealth Management product. Build leadership and IP for the Wealth Management Plan for clients. Accountable for the wealth management house view. This includes: Theoretical investment framework Practical application of theoretical framework to the retail market (customised for market segments) Translation of theory into systemised advice processes (for retail market) Philosophy and process for risk profiling risk analysis and risk reporting Fund solutions Service provider relationship management (Multi-manager wealth) Accountable for the maintenance of the Wealth Management House View customised for client segments and sales channels. Stake holder management and engagement Ensure engagement buy-in stakeholder satisfaction for: Sales channels Compliance Product Houses (Wealth and Investo) Advice and Wealth management product development Advi s e Technical Marketing Wealth management technical marketing Financial wellness and client management Practice management Management Reporting Submit quarterly Operational Report to Advice and Wealth Management Exco Submit weekly product development status update reports to manager Present show-case reports to Advice Implementation Forum (Stake holder engagement) Wealth Management Product Development Develop and implement the Wealth Management product to: Enable A dvisers to render wealth management advice and plans to clients. Support clients consumption of their wealth management plans Enable integration between the wealth management product and the financial plan product Deliver wealth management dashboards Enable Wealth management risk analysis and reporting Enable Wealth management plan review philosophy Deliver wealth management performance tracking and reporting functionality Integration with financial planning and advice systems and the integrated sales process Integration with client management (CRM) Integration with compliance monitoring and reporting requirements Wealth management plan reporting or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Other positions we have available Head: Wealth Management Head: Wealth Management Senior Internal Auditor
Budget Related Tasks Ad hoc finance related tasks COMPETENCIES MS Office software literacy
A Global Travel Management has a vacancy for Head of Finance and Administration to manage
Persona Accounting Assistant Accounting Assistant Leading Horticultural umbrella group requires
Purpose of the Position The successful candidate will be responsible for meeting the predetermined sales targets of the region. This includes managing a team of marketing advisers and administrative personnel marketing products and establishing profitable business relationships with brokers and other clients over the entire region. Key Performance Areas Knowledge & Attitudes/values: ï Sound knowledge of Financial Service Industry . ï Hardworking and prepared to work irregular hours. ï Positive attitude innovative and enthusiastic and able to lead a team to success. ï High ethical and moral standards. ï Self-disciplined honest and open and able to persevere. ï Highly service - oriented Outputs: The incumbent will be responsible for: ï Management of a team of Marketing Advisers as well as administrative personnel so that the regions production and administrative targets can be archived and exceeded. ï The establishment and maintenance of sound profitable business relationships with brokers and internal/ external clients. ï ï The acceptance of responsibility for all the administrative tasks and processes within the region. ï The training and development of staff within the region. Specific Requirements ï At least 5 years relevant Management/ Sales experience. ï Enjoys current credibility amongst his/her peers. ï Management development training will be to your advantage. ï Experience with dealing with Middle market broker base. email ( email ) or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Website Other positions we have available Regional Manager Recruitment Consultant VIP Payroll Adiministrator
Key Performance Areas Conduct risk assessments Establish risk-based audit programs Determine scope of review in conjunction with the Audit and risk committee and the CFO Review the suitability of internal control design Conduct audit testing of specified area and identify reportable issues and dimension of risk Determine compliance with policies and procedures. Written and verbal communication of findings to senior management including the drafting of comprehensive and complete reports or to apply for this vacancy. Recruiter Links Company Profile Company Map Our Adverts Contact Us Other positions we have available Sales Representative Internal Auditor
1Step Recruitment Agency Looking for Bcom finance or economics graduates For junior business
with International Tax Corporate tax VAT and PAYE is a non-negotiable. Qualifications: Minimum BCom Accounting
Basic (negotiable) comm. Well known medical aid company seeks a Sales Manager for the KZN region. Must have a min of 5 years sales management experience with a team of external direct sales consultants within the insurance or medical aid industry (not negotiable!). FAIS accreditation and relevant qualfiications will be a definite advantage. Matric own vehicle and drivers licence essential. Please note that this is not a call centre manager vacancy! Email cv klbrecruit.co.za
Purpose: The successful candidate will be responsible for managing the full accounting function of two
Purpose: The successful candidate will be responsible for managing the full accounting function of three
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