deep understanding of financial planning and investments. The successful candidate will be responsible business. Provide customized financial planning and investment advice to existing and new clients based on their comprehensive understanding of financial products, investment strategies, tax laws, and regulatory requirements requirements. Analyze financial data, review clients' investment portfolios, and make recommendations to optimize Qualifications: Bcom degree, Financial Planning, Investments, Wealth Management Minimum requirements: NQF5
tailored to individual client Provide advice on investment strategies, retirement planning, estate planning risk management strategies Provide advice on Investment and Risk Products.Identify opportunities for
footprint. Grows division sales while ensuring the retention of budgeted GP objectives, by keeping current
footprint. Grows division sales while ensuring the retention of budgeted GP objectives, by keeping current