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The ideal candidate must be able to sell and deliver personalized solutions to help clients work toward their financial goals and what their current and future needs are. They should be comfortable communicating with people as well as listen to what their client's needs are, see the available opportunities where clients lack cover, be professional, be able to draft competitive and non-competitive plans, have the ability to solve problems, be driven and deliver exceptional service to clients. They must also be presentable and look professional.
Duties & Responsibilities
- Provide financial planning support and solutions to clients and their needs
- Support investment professionals to cultivate client relationships and delivery service according to client’s needs
- Prepare financial plans and check their accuracy
- Problem solving
Desired Experience & Qualification
- No industry expierence needed
- Training will be provided
- Excellent interpersonal skills
- Fluent in Afrikaans and English
- Have matric
- Need to have a driver's license and reliable transport
- Must be self-disciplined
- Driven
These jobs were popular with other job seekers
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