Gain and maintain an in-depth understanding of SRM product ranges.
Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
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Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Support the development and drafting of sustainability statements and reports, ensuring alignment with local or international requirements, frameworks and reporting standards.
Assist in evaluating ESG performance and provide recommendations to enhance client’s sustainability practices and reporting.
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Support the development and drafting of sustainability statements and reports, ensuring alignment with local or international requirements, frameworks and reporting standards.
Assist in evaluating ESG performance and provide recommendations to enhance client’s sustainability practices and reporting.
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