Key Activities:
• Gather policy information
• Compile a summary of information
• Research product information
• Preparing investment proposals
• Calculating tax/legal implications of investments
• Cash flow and performance calculations
• Pre-Retirement planning calculations
• Preparation of investment review appointments
• Maintaining CRM system
Minimum Requirements:
• At least 3 years related experience
• Fully bilingual in Afrikaans and English
Competencies and skills:
• Sound organizing and planning
• Ability to operate independently
• Proactive problem solving
• Accuracy and reliability
• Computer literacy
• Financial product knowledge
• Ability to work under pressure
• Time management
• Communication skills (verbal and written)
• Attention to detail
• Relating to and dealing with clients
• Personal motivation
• Commitment to quality and excellence
• Team player
• Positive Attitude
