Durban
to give feedback on relevant queries as and when needed
Manage all inbound calls from IFA’s, their
meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships
degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics
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StratogoDurban
Types: Full-time, Permanent Education: High School (matric) Requirements Proficiency in Excel Stock control
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Durban
advisors, and intermediaries to understand their needs and provide tailored investment solutions.
Identify
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