and business clients by identifying their Investment and lifestyle needs. Identify new business opportunities opportunities and develop and Implement strategies, and manage individual and corporate relationships. Key Accountabilities: obtain and manage business opportunities arising within Private and Corporate accounts • Manage and strengthen
Your role is crucial in helping individuals and businesses protect their assets and plan for a secure financial Detail-oriented with the ability to prioritize and manage multiple tasks Proficiency in financial planning Matric Certificate or Bachelor's degree in Finance, Business Administration, or a related field (advanced certifications
Your role is crucial in helping individuals and businesses protect their assets and plan for a secure financial Detail-oriented with the ability to prioritize and manage multiple tasks Proficiency in financial planning Matric Certificate or Bachelor's degree in Finance, Business Administration, or a related field (advanced certifications