Key Individual

4 weeks ago


Durban, South Africa QZ Asset Management Full time

**Key Individual (FSP)**

QZ Asset Management
- R50,000 - R100,000 per month
- Permanent Management position
- Durban, Umhlanga

About the position

We are looking for a Key Individual to join QZ Asset Management in Durban. We are an AI- powered investment firm headquartered in China and with a global footprint around the world. We offer unmatched financial investment services and empower our Financial

Advisors to act independently yet covered, protected and supported by a broad network of resources, holistic global development plans, robust compliance program and a secure FSP framework.

**Requirements**:

- Minimum NQF Level 5
- Minimum 4 years' FSP management experience.
- Must be able to act as KI for a Cat 1 FSP.
- Regulatory examinations RE1 and RE5.
- Class of Business Training (Investments) - if not exempt
- CPD required

**Responsibilities**

**Management and oversight of Financial Service**:

- Ensure fit and proper requirements (advisors)
- Training, knowledge and skill of the representatives
- Monitoring the activities
- Oversight of advice
- Signing and overseeing the contract process (new advisors and product providers)
- Signing of new agreements with product providers
- Handling of all complaints (FSCA/Ombud/OSTI)

**Management and oversight of FAIS compliance**:

- Create, implement and maintain an effective new business compliance programme with detailed processes guiding the sales force;
- Oversee the efficiency and quality of compliance programmes & implement enhancements where and when required to ensure successful compliance management;
- Develop thorough internal client risk controls and continuously monitor adherence to compliance requirements;
- Engage with stakeholders & compliance officers to develop risk management plans;
- Maintain compliance registers and relay any FAIS incumbent changes or staff changes to the compliance officer to maintain updated records;
- Maintain records of all relevant documents as required by FAIS legislation.

**General duties**
- Acquire and integrate industry knowledge related to general trends, emerging technologies and competitors;
- Lead and manage the entire business;
- Actively identify and develop new business opportunities;
- Manage internal and external stakeholders to ensure and take accountability that required new business targets are achieved;
- Create and drive revenue growth to meet and exceed all targets;
- Develop long-term relationships with all stakeholders, brokers, employers and product providers through establishing business-orientated relationships;
- Actively explore opportunities;
- Conduct quarterly capacity planning;
- Attract and retain appropriate advisors;
- Identify development needs in direct reports;
- Ensure fairness and consistency in people management.
- Ensure targets are achieved across all products categories;
- Canvassing of brokers and potential customers in order to promote organisational portfolio;
- Formulate strategic plan for new business sales and identify, develop and convert cross
- selling opportunities;
- Oversee clients' needs analysis and make oversee appropriate recommendations based on clients' profiles;
- Create brand awareness in order to positions brokerage as key market player;
- Recruit and train accredited, successful advisors;
- Identify key stakeholders within groups and manage relationships thus ensuring new and repeat business;
- Provide advice and assistance to team/advisors;
- Manage the productivity of the advisors

**Desired Skills**:

- Key Individual
- Investment trading
- Portfolio analysis
- Class of Business
- FSP

**Desired Qualification Level & Accreditations**:

- Chartered Financial Analyst, CFA
- Institute of Business Advisors Southern Africa

**Job Types**: Full-time, Permanent

**Salary**: R50,000.00 - R100,000.00 per month

Ability to commute/relocate:

- Durban, KwaZulu-Natal: Reliably commute or willing to relocate with an employer-provided relocation package (preferred)

Application Deadline: 2023/04/15


  • Key Individual

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa QZ Asset Management Full time

    Key Individual (FSP)QZ Asset Management R50,000 R100,000 per month Permanent Management position Durban, UmhlangaAbout the positionWe are looking for a Key Individual to join QZ Asset Management in Durban. We are an AI- powered investment firm headquartered in China and with a global footprint around the world. We offer unmatched financial investment...


  • Durban, South Africa HotelJobs.co.za Full time

    **Exciting Opportunity for a Junior Sales and Marketing Professional in the Hospitality Industry!** Are you a dynamic and enthusiastic individual with a passion for sales and marketing in the world of hospitality? We are currently seeking a talented and motivated person to join our clients team as a Junior Sales and Marketing Associate. **Position: Junior...

  • Credit Controller

    1 week ago


    Durban, South Africa The Individual Touch Full time

    TEMP TO PERM POSITION!!!We are currently looking for a Credit Controller to oversee allocated debtors (specific accounts) within the debtor''s book, meet monthly targets, and maintain general accounting and administrative functions associated with the role and supervise credit controllersDuties:Capturing of bank statements dailyMust be able to allocate...

  • Credit Controller

    1 week ago


    Durban, South Africa The Individual Touch Full time

    TEMP TO PERM POSITION!!! We are currently looking for a Credit Controller to oversee allocated debtors (specific accounts) within the debtor''s book, meet monthly targets, and maintain general accounting and administrative functions associated with the role and supervise credit controllers Duties: Capturing of bank statements daily Must be able to allocate...

  • Key Account Manager

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Watershed Consulting Full time

    Our client, a supplier of a vast range of high-quality fasteners, tools and hardware, is looking for an _Experienced,_ _Confident & Charismatic_ individual who is _Customer Focused, Organized_ and an _excellent Communicator_ to take on the role of KEY ACCOUNT MANAGER - to care for the company's most important clients.(The position will be based at their...


  • Durban, South Africa Samkit Trading Full time

    Currently hiring_ **HOT KEY TRANSFER AGENTS**_ to work remotely. Individuals to generate Hot Key Transfers for a variety of well established Insurance companies. - Self Motivated and Enthusiastic. - Full Time - Minimum 1 Year Call Center - Hours : 08:00am - 18:00 (Monday to Friday) **& 2 Saturdays a Month.** **Requirements**: - Secure Internet (10mbs or...

  • Key Account Manager

    4 weeks ago


    Durban, South Africa Michelin Connected Fleet (MCF) Full time

    **Key responsibilities**: - To generate opportunities within Michelin sales teams and leads : Services and solutions, AM and Distributors, and OEMs (Trailers) - Identify key prospective targets within assigned prospect accounts and implement a contact strategy to secure appointments with the decision makers - Prospect for potential new clients and turn this...

  • Key Account Manager

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Michelin Connected Fleet (MCF) Full time

    Key responsibilities: To generate opportunities within Michelin sales teams and leads : Services and solutions, AM and Distributors, and OEMs (Trailers) Identify key prospective targets within assigned prospect accounts and implement a contact strategy to secure appointments with the decision makers Prospect for potential new clients and turn this into...


  • Durban, KwaZulu-Natal, South Africa Samkit Trading Full time

    Currently hiring_ HOT KEY TRANSFER AGENTS_ to work remotely. Individuals to generate Hot Key Transfers for a variety of well established Insurance companies. Self Motivated and Enthusiastic. Full Time Minimum 1 Year Call Center Hours : 08:00am 18:00 (Monday to Friday) & 2 Saturdays a Month.Requirements: Secure Internet (10mbs or Higher) Laptop / Pc Headset...


  • Durban, South Africa Infinite Life Holdings Full time

    **Key Responsibilities**: - Conduct outbound calls to potential leads using provided scripts and guidelines. - Engage in meaningful conversations to understand customer needs and identify potential opportunities. - Qualify leads based on predetermined criteria and ensure accurate data entry. - Meet or exceed daily and monthly targets for lead generation and...


  • Durban, South Africa Lindt and Sprungli (South Africa) Full time

    **Background of the Company** Lindt & Sprüngli (South Africa) (Pty) Ltd (Lindt SA) started operations in May 2011 and forms part of the Lindt & Sprüngli group of companies. With more than 150 employees, Lindt SA is based in Cape Town with strong regional presence in Johannesburg, Durban and Port Elizabeth and a network of 15 Lindt retail stores. As...


  • Durban, South Africa The Talent Experts Full time

    Commercial (Solar PV) Key Account Manager KZN **R20k pm + Commission** **THE TIME TO GET INTO THE SOLAR INDUSTRY IS NOW** **Is this you?** You are a hard-working, ambitious and honest individual who cares deeply about your customers, the company you work for and making the world more sustainable. You love Solar PV, have worked in the renewable solar...


  • Durban, KwaZulu-Natal, South Africa The Talent Experts Full time

    Commercial (Solar PV) Key Account Manager KZNR20k pm + CommissionTHE TIME TO GET INTO THE SOLAR INDUSTRY IS NOWIs this you?You are a hard-working, ambitious and honest individual who cares deeply about your customers, the company you work for and making the world more sustainable. You love Solar PV, have worked in the renewable solar industry and would love...

  • Ki Audit Manager

    2 weeks ago


    Durban, KwaZulu-Natal, South Africa Nedbank Full time

    Job Classification Requisition: 127648Closing Date: 28 July 202- Division: Nedbank Insurance - Distribution Employment Equity Statement: Preference with be given to individuals from underrepresented groups Job Family Risk, Audit and Compliance Career Stream Regulatory Compliance Leadership Pipeline Manage Self: Professional FAIS AffectedJob Purpose To...

  • Telesales Consultant

    4 weeks ago


    Durban, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Connect**Function**:Telesales**Date**:3 Aug 2023- Identifying sales opportunities.Answering inbound calls timeously and making required outbound calls Co-ordination of own administration Identifying sales opportunities Maintaining accurate details and statistics of all queries**Key purpose** - This position is based in the...

  • Sales Manager

    3 weeks ago


    Durban, South Africa The Hiring House Full time

    **Responsibilities include but are not limited to** - Plan and Implement Sales plan at Regional level - Develop and Sustain Customer & Stakeholder relations - Liaise with provincial administration on training need and support - Assist with management of monitoring petty cash requisitions **Requirements**: - Matric - Relevant Qualification (recognised by...

  • Telesales Consultant

    4 weeks ago


    Durban, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Connect**Function**:Call Center / Contact Center**Date**:14-Apr-2023- Telesales Consultant**About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align...


  • Durban, South Africa PSM Personnel Full time

    Pharmacy Representative - Durban Sales Durban-Kwazulu Natal **Your Key Responsibilities will include**: Achieving individual regional and divisional sales targets constantly Develop and maintain excellent relationships with Key Opinion Leaders and Key Customers Successfully implement sales and marketing strategies Analysis of regional sales, competitor and...


  • Durban, South Africa Talksure Full time

    **MAIN PURPOSE OF THE ROLE** To manage and support a high performing customer service team, ensuring service levels and customer experience is of a high standard. Facilitate effective complaints handling and resolution to customers across various service and social media platforms. **DUTIES AND RESPONSIBILITIES** **Manage daily customer service...


  • Durban, KwaZulu-Natal, South Africa PSM Personnel Full time

    Pharmacy Representative - Durban SalesDurban-Kwazulu NatalYour Key Responsibilities will include:Achieving individual regional and divisional sales targets constantlyDevelop and maintain excellent relationships with Key Opinion Leaders and Key CustomersSuccessfully implement sales and marketing strategiesAnalysis of regional sales, competitor and market...