clients' financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives insurance coverage, investment planning, cash management or any other areas in order to help them reach performance reports and income projections for clients. Manage and regularly update clients' portfolios. Building is a FAIS role Matric 2 years Sales experience RE 5, FAIS qualification an added advantage but not essential
deliver comprehensive wealth management services, including investment management, estate planning, tax tax strategies, and risk management. Develop customized financial strategies to meet clients' long-term objectives Provide holistic wealth management advice, including investment management, retirement planning, regulations to ensure compliance and provide the highest level of service to clients Minimum Requirements: National by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
deliver comprehensive wealth management services, including investment management, estate planning, tax tax strategies, and risk management. Develop customized financial strategies to meet clients' long-term objectives Provide holistic wealth management advice, including investment management, retirement planning, regulations to ensure compliance and provide the highest level of service to clients Minimum Requirements: National by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage
You will get to know your client's on a personal level, understanding the client's personal situation and insurance and retirement planning, thus creating wealth and financial peace-of-mind for their client's Marketing and Networking Skills Ability to plan and manage time effectively Excellent communication and inter-personal
You will get to know your client's on a personal level, understanding the client's personal situation and insurance and retirement planning, thus creating wealth and financial peace-of-mind for their client's Marketing and Networking Skills Ability to plan and manage time effectively Excellent communication and inter-personal
experience, knowledge processes and systems needed for wealth creation By being: Intelligent, Trained, Experienced
experience, knowledge processes and systems needed for wealth creation By being: Intelligent, Trained, Experienced
experience, knowledge processes and systems needed for wealth creation By being: Intelligent, Trained, Experienced
experience, knowledge processes and systems needed for wealth creation By being: Intelligent, Trained, Experienced
by the Financial Services Authority. RE5, Wealth Management and a Certificate in Banking are an advantage