Wealth Management Specialist

2 months ago

Worcester, Western Cape, South Africa MMI Holdings Ltd Full time
About MMI Holdings Ltd

MMI Holdings Ltd is a leading financial services company in South Africa, with a legacy of serving the communities in which it operates. Our mission is to provide affordable financial solutions that create financial growth and security for our clients.

Job Purpose

The successful candidate will be responsible for attracting, acquiring, and retaining clients by selling company products to generate new business and providing after-sales service to clients to ensure client retention, increase market share, and contribute to the overall business objectives and its long-term viability.

Key Responsibilities
  • Engage with prospective clients to highlight the features and benefits of various products based on their financial wellness needs.
  • Sell products in line with client requirements and financial needs by conducting affordability analysis to achieve clients' financial goals.
  • Calculate and advise on tax and legal implications of products and changes.
  • Capture client information, relevant actions, and sales on the systems accurately.
  • Complete all administrative and reporting requirements within agreed timeframes.
  • Achieve set targets on production, quality, and conversion while adhering to compliance requirements in the sales process.
  • Provide financial advice in line with the engagement strategy to enhance client financial wellness.
Client Focus
  • Investigate client queries within the agreed service level and ensure timely feedback to clients.
  • Escalate client queries to the relevant department or stakeholder.
  • Provide accurate information and advice to clients and stakeholders to ensure they receive the appropriate services.
  • Report on delivery of services against agreed service level agreements and overall customer targets.
  • Provide authoritative, expert advice to clients and stakeholders.
  • Build and maintain relationships with clients and internal and external stakeholders.
  • Make recommendations to improve client service and fair treatment of clients within the area of responsibility.
  • Participate in a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
People Focus
  • Develop and maintain productive and collaborative working relationships with peers and stakeholders.
  • Influence and participate in change initiatives.
  • Develop own expertise in terms of professional, industry, and legislation knowledge.
  • Contribute to continuous innovation through the development, sharing, and implementation of new ideas.
  • Take ownership for driving career development.
Finance Focus
  • Identify solutions to enhance cost effectiveness and increase operational efficiency.
  • Manage financial and other company resources under control with due respect.
  • Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
  • Examining Information: Analyze and process information, ask probing questions, and strive to find solutions to problems.
  • Interacting with People: Be lively and project enthusiasm, be talkative in making contact, and focus on interacting and networking with people.
  • Convincing People: Be comfortable having to persuade others, shape opinions by being outspoken, and seek to negotiate with others.
  • Articulating Information: Be articulate in giving presentations, be eloquent and explain things well, and project social confidence when articulating information.
  • Conveying Self Confidence: Be self-assured and project inner confidence, be confident and determine own future values own contributions.
  • Thinking Positively: Be optimistic and positive, recover easily from setbacks and obstructions, and be jovial and project cheerfulness.
  • Meeting Timescales: Be target-focused and meet deadlines, be punctual and keep to schedule, and be reliable in finishing tasks.
  • Following Procedures: Conform and adhere to rules, closely follow instructions and procedures, and minimize risks by sticking to processes.

  • Event Management Specialist

    5 days ago

    Worcester, Western Cape, South Africa Wild Dreams Hospitality Full time

    Event Management SpecialistWe are seeking a skilled Event Management Specialist to join our team at Wild Dreams Hospitality. The ideal candidate will have a strong background in event planning and coordination, with a proven track record of delivering successful events.Key Responsibilities:Plan and coordinate events and workshops, ensuring timely and...

  • Financial Management Specialist

    1 week ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    About the Role:We are seeking an experienced Financial Management Specialist to join our team at Helderberg Personnel cc. The ideal candidate will have a strong background in accounting and administration, with a focus on bookkeeping and compliance.Key Responsibilities:Cashbook processing and mapping, ensuring allocations are correct as confirmed with the...

  • Automotive Sales Management Specialist

    1 week ago

    Worcester, Western Cape, South Africa Gap Consulting Full time

    **Job Title:** Automotive Sales Management SpecialistWe are seeking a highly skilled and experienced Automotive Sales Management Specialist to join our team at Gap Consulting. The ideal candidate will have a strong background in sales management, with a proven track record of success in the automotive industry.**Key Responsibilities:**Develop and implement...

  • Inventory Management Specialist

    22 hours ago

    Worcester, Western Cape, South Africa Vine Recruitment Full time

    The Inventory Management Specialist will play a key role in the procurement and inventory control processes at Vine Recruitment. As part of our team, you will be responsible for overseeing all inventory-related processes and procedures.Key Responsibilities:Process Supervision: You will supervise the implementation and administration of all inventory-related...

  • Maintenance Specialist

    2 weeks ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Job Title: Maintenance SpecialistDescription:We are seeking a skilled Maintenance Specialist to join our team at Helderberg Personnel cc. As a key member of our maintenance team, you will be responsible for overseeing all maintenance aspects at various production facilities in the agricultural industry.Key Responsibilities:Oversee maintenance strategies to...

  • Maintenance Specialist

    2 weeks ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Job Title: Maintenance SpecialistJob Summary:We are seeking a skilled Maintenance Specialist to oversee all maintenance aspects at various production facilities in the agricultural industry. The successful candidate will be responsible for the continuous enhancement of equipment effectiveness through the successful execution of maintenance strategies.Key...

  • Financial Operations Specialist

    1 week ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Financial Operations SpecialistAt Helderberg Personnel cc, we are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have a strong background in finance and logistics, with excellent customer service skills and the ability to work accurately and efficiently.Key Responsibilities:• Bank reconciliations• Loan...

  • Financial Operations Specialist

    1 week ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Financial Operations SpecialistAt Helderberg Personnel cc, we are seeking a highly skilled Financial Operations Specialist to join our team. The ideal candidate will have excellent organizational and analytical skills, with the ability to manage multiple tasks simultaneously.Key Responsibilities:Bank reconciliations and loan accounts reconciliationsInterest...

  • Agricultural Production Specialist

    2 months ago

    Worcester, Western Cape, South Africa Vine Recruitment Full time

    Job Summary:As a seasoned Agricultural Production Specialist, you will oversee the entire production process, from planting citrus and avocados to harvesting and monitoring. Your expertise in modern production practices, irrigation techniques, and pest control will ensure optimal crop yields. Additionally, you will manage labor planning, recordkeeping, and...

  • Food Technology Specialist

    2 months ago

    Worcester, Western Cape, South Africa Babylonstoren Full time

    Job Title: Food Technology SpecialistThis is an exciting opportunity to join the dynamic Babylonstoren team as a Food Technology Specialist. The ideal candidate will have a strong background in food science and technology, with experience in food manufacturing, development, and quality management.Key Responsibilities:Maintain brand integrity and product...

  • Event Coordinator Specialist

    3 weeks ago

    Worcester, Western Cape, South Africa Wild Dreams Hospitality Full time

    Event Coordinator SpecialistWe are seeking a highly skilled Event Coordinator Specialist to join our team at Wild Dreams Hospitality. The ideal candidate will have a strong background in event planning and coordination, with a focus on delivering exceptional experiences for our clients.Key Responsibilities:Coordinate and plan events, workshops, and...

  • Food Technology Specialist

    1 month ago

    Worcester, Western Cape, South Africa Babylonstoren Full time

    Job Title: Food Technology SpecialistThis is an exciting opportunity to join the dynamic Babylonstoren team as a Food Technology Specialist. The ideal candidate will have a strong background in food science and technology, with experience in food product development, quality assurance, and food safety management.Key Responsibilities:Develop and implement new...

  • Debt Recovery Specialist

    2 weeks ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Job Title: Debt Recovery SpecialistJob Summary:The Debt Recovery Specialist will be responsible for managing the accounts receivable process for a fruit export company. This role focuses on ensuring timely collection of payments, maintaining accurate debtor records, and supporting the overall financial stability of the organization.Main...

  • Maintenance Specialist

    1 week ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    The role of Maintenance Specialist at Helderberg Personnel cc is to oversee all maintenance aspects at various production facilities in the agricultural industry. To achieve success, the focus is on continuous enhancement of equipment effectiveness through the successful execution of maintenance strategies.QualificationsB.Eng. / B.Tech. (Mechanical /...

  • Transport Logistics Specialist

    1 week ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Job Title: Transport Logistics SpecialistDescription:A crucial role has become available at Helderberg Personnel cc for a skilled Transport Logistics Specialist to join our team.Key Responsibilities:Negotiate sales deals and rates with customers as well as suppliers to transport goods effectively and efficiently.Meet budget and margin targets while...

  • Agricultural Operations Manager

    2 weeks ago

    Worcester, Western Cape, South Africa Vine Recruitment Full time

    Job Title: Senior Production SpecialistJob Overview:We are seeking a highly skilled Senior Production Specialist to join our team at Vine Recruitment. The ideal candidate will have a strong background in agricultural production and leadership.Responsibilities:* Plant and harvest citrus and avocados* Schedule irrigation and apply fertilizers, pest control,...

  • Finance Coordinator Specialist

    3 days ago

    Worcester, Western Cape, South Africa Persona Staff Full time

    At Persona Staff, we are seeking a skilled Finance Coordinator Specialist to join our team. As a key member of our finance department, you will be responsible for capturing and reconciling bank accounts, debtors discounts, and sales reconciliations.The ideal candidate will have +4 years' experience in a similar role and possess strong Excel skills. They...

  • Environmental Sustainability Specialist

    1 week ago

    Worcester, Western Cape, South Africa Helderberg Personnel cc Full time

    Helderberg Personnel cc is seeking a highly skilled Environmental Sustainability Specialist to join our team.Job Description:Key Responsibilities:Develop and implement sustainable practices to reduce energy consumption and dependence on fossil fuelsIdentify and implement solutions to reduce water consumption, waste, and contaminationDevelop and maintain...

  • Financial Reconciliation Specialist

    3 days ago

    Worcester, Western Cape, South Africa Persona Staff Full time

    Job OverviewPersona Staff is seeking a highly skilled Financial Reconciliation Specialist to join our team.Estimated Salary Range:$60,000 - $80,000 per annum, depending on experience.Key ResponsibilitiesCapturing and reconciliation of bank accounts to ensure accuracy and efficiency.Capturing and reconciling debtors discounts to maintain a healthy cash...

  • Agricultural Production Specialist

    1 month ago

    Worcester, Western Cape, South Africa Vine Recruitment Full time

    Job DescriptionVine Recruitment is seeking a highly skilled Agricultural Production Specialist to join our team.Responsibilities:Production: Plant citrus and avocados, schedule irrigation, apply fertilizer, pest, plague, and weed control, prune, harvest, and monitor all manipulations.Personnel and Administration: Labor planning and management, recordkeeping,...