careers.daberistic.com
Careers @ Daberistic Financial Services: DFS - Pre-interview Elementary test
http://careers.daberistic.com/p/blog-page.html
Careers @ Daberistic Financial Services. DFS - Pre-interview Elementary test. This test is required to be completed by candidates applying for an entry-level position at DFS: Receptionist/PA, Trainee Administrator, Administrator, Trainee Financial Planner, Internship. Total time: 30 minutes. Candidates should answer these questions without using a calculator. Subscribe to: Posts (Atom). Click here for Pre-interview Elementary Test. Click here for Receptionist/PA Pre-interview Questionnaire.
careers.daberistic.com
Careers @ Daberistic Financial Services: October 2012
http://careers.daberistic.com/2012_10_01_archive.html
Careers @ Daberistic Financial Services. Monday, October 29, 2012. 1 graduate required as Financial Advisor in Johannesburg Area. A fast growing, dynamic company in Johannesburg is seeking 1 graduate required as Financial Advisor offering financial advice to clients, with a focus on Chinese clients in Johannesburg area. The successful candidates should be able to:. A) review the client's existing financial position by gathering information;. D) implement the proposed financial plan;. Tel 011 658 1333.
careers.daberistic.com
Careers @ Daberistic Financial Services: 1 graduate required as Financial Advisor in Johannesburg Area
http://careers.daberistic.com/2012/10/1-graduate-required-as-financial.html
Careers @ Daberistic Financial Services. Monday, October 29, 2012. 1 graduate required as Financial Advisor in Johannesburg Area. A fast growing, dynamic company in Johannesburg is seeking 1 graduate required as Financial Advisor offering financial advice to clients, with a focus on Chinese clients in Johannesburg area. The successful candidates should be able to:. A) review the client's existing financial position by gathering information;. D) implement the proposed financial plan;. Tel 011 658 1333.
careers.daberistic.com
Careers @ Daberistic Financial Services: 保險業就業指南 職業介紹 - 理財規劃師
http://careers.daberistic.com/2012/07/blog-post_7450.html
Careers @ Daberistic Financial Services. Wednesday, July 25, 2012. 保險業就業指南 職業介紹 - 理財規劃師. 理財規劃趨勢,保險產品,投資產品,人際關係,持續專業發展. 12300;理財規劃師」是為客戶提供全面理財規劃的專業人士。是指運用理財規劃的原理、技術和方法,針對個人、家庭以及中小企業、機構的理財目標,提供綜合性理財諮詢服務的人員。理財規劃師必須同時具備理財規劃,投資,保險,遺產,稅務相關法規專業素養,表達清晰,與客戶建立良好關係的能力。 理財規劃主要包括現金規劃、消費支出規劃、教育規劃、風險管理與保險規劃、稅收籌劃、投資規劃、退休養老規劃、財產分配與傳承規劃。 理財規劃師大多每週工作5天(週休二日)、每天8小時。時有加班情形,有時也因客戶需求在傍晚拜訪客戶。工作環境多為辦公室,但也有理財規劃師常外出拜訪客戶。 入門要求為大學文憑,但最好持有大學理財規劃或商業文憑。在職進修需通過法定業務員考試,並考取理財規劃師執照。 基本年薪為R120,000,工作5至8年者中位數薪酬為R450,000. Tel 27 11 658 1333.
chinese.daberistic.com
德博: 人壽保險建議投保金額 | 財富管理 | 保險理財
http://chinese.daberistic.com/p/blog-page_1450.html
1) – (2). 訂閱: 文章 (Atom). 電話 011 658 1333. 手機 083 633 4671. 傳真 086 249 7192. 地址 4 Basalt Place, Jukskei Park, Randburg. 導航定位GPS S26° 01’649”, E27°59’308”. 谷歌地圖: -26.027112,27.988562.
chinese.daberistic.com
德博: 如何選擇醫療保險 | 財富管理 | 保險理財
http://chinese.daberistic.com/p/blog-page_7309.html
1 儲備率(solvency position):根據醫療保險法規定,醫療保險公司的儲備款應有年收保費的25%。 2 承保業績(underwriting result):理賠支出除以保費的百分比,應低於100%,且越低越好。 3 營業盈餘(operating surplus): 所收保費減理賠支出和管理費用。應為正數。 4 投保人數: 投保人數是持續增加,穩定或減少? 6 公務人員醫療保險(GEMS)的暴露影響: 兩年前政府成立公務人員專屬醫療保險,有許多公務員退出原有保險轉而加入公務員醫保,對許多倚賴公務員維生的醫療保險公司產生巨大影響。時至今日, 公務員醫保已有上百萬的投保人,成為南非第二大的醫療保險公司。 7 保費調漲歷史: 可為理賠支出穩定性及保費準確度指標。醫療保險公會的保費調漲指導方針為通貨膨脹率加3%。 8 吸引較年輕投保人的能力: 一般說來提供忠誠方案及健身房和電影卡等附加福利方案的醫療保險公司較能吸引年輕投保人前來投保。 10 管理:醫療保險公司應按照醫療保險公會的準則有效管理,以提供投保人最佳服務。 5 福利上限, 自付額及排除不保項目(exclusions).
chinese.daberistic.com
德博: 人壽保險 Life Insurance | 財富管理 | 保險理財
http://chinese.daberistic.com/p/blog-page_03.html
人壽保險簡稱壽險,廣義來說包括死亡險、殘障險和重大疾病險。 死亡保險係以被保險人的死亡為保險事故,而當被保人死亡時,由保險公司依約定的金額給付死亡保險金的保險。死亡原因通常分為疾病死亡、意外死亡及其他死亡等三種,在人壽保險裡的死亡保險範圍大致包含疾病死亡及意外死亡兩者,至於自殺死亡或犯罪中致死等其他死亡屬故意行為,則要在投保兩年之後,才包括在保險範圍之內。 死亡保險係針對被保險人的死亡事故而設計,故其保險費的計算基礎即建立在死亡率,又因死亡率遠低於生存率,所以死亡保險將低於生存保險甚多,可以說是人壽保險中最便宜的一種保險。 過去,有許多身體健康非常差的人為保險公司拒保;但因壽險公司之間競爭激烈,壽險產品年年更新, 現在除非是愛滋病帶原者,不然不論人身體健康如何,都可以購買壽險產品,使更多的人能享受壽險所提供的財務保障。 1 職業殘障 (occupational disability):. 2 每日生活活動殘障(Activities of Daily Living):. 183; 保障生活安定: 各種危險的發生是導致生活不安定的主要原因,而保險正是針對危險的發生予以事前預防或事後損失的補償。 183; 可...
blog.daberistic.com
Investors Blog | Daberistic | Fourways | Sandton | Johannesburg | Joburg | South Africa
http://blog.daberistic.com/2014_09_01_archive.html
Investors Blog: Independent ideas and advice for investors, traders and stockbrokers. Saturday, September 20, 2014. Passive funds an active threat for fund managers. Reuters) - Warren Buffett. Built a fortune of nearly $60 billion from astute stock picking, but when the 83-year-old dies, the vast majority of the money he leaves his wife will be parked in a fund that simply moves in step with an index. The passive wind blows even stronger in the United States due to years of underperformance by active fun...
blog.daberistic.com
Investors Blog | Daberistic | Fourways | Sandton | Johannesburg | Joburg | South Africa
http://blog.daberistic.com/2013_10_01_archive.html
Investors Blog: Independent ideas and advice for investors, traders and stockbrokers. Thursday, October 10, 2013. Elias Mnyandu, Editor Business Report, SACCI Convention 2013. Elias Mnyandu, editor business report. Reflect issues facing our country. Africa is on the move, let's get down to business. South Africa in the age of resurgent Africa. President zuma says South Africa is a special place. Bordered by two oceans. Triumph of human spirits. We are in an age of experimentation and change. Africa is on...