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Financial Services Professional
1 week ago
- Pipeline Management: Manage new client pipelines and implementation schedules to ensure seamless integration.
- Consultations: Conduct consultations with new clients to understand their business requirements and document scope accordingly.
- Data Analysis: Develop and build ad hoc reports/data insights to address client needs and analyze data to identify trends and patterns.
- Implementation: Brief internal teams on implementation scope and collaborate with stakeholders to ensure successful project outcomes.
- Bachelor's degree or higher in finance or related field (required)
- CA(SA) certification will be a distinct advantage
- Minimum 5 years' experience in accounting position (required)
- Working experience in South African financial services/financial planning industry (preferable)