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
with clients to ensure their satisfaction and retention Sales forecasting and reporting Manage the sales
with clients to ensure their satisfaction and retention Sales forecasting and reporting Manage the sales
Employee life cycle management from onboarding, retention to termination and exit interviews Industrial Employee life cycle management from onboarding, retention to termination and exit interviews Industrial
Employee life cycle management from onboarding, retention to termination and exit interviews Industrial Employee life cycle management from onboarding, retention to termination and exit interviews Industrial
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advices to clients about insurance coverage, investment planning, cash management or any other areas or interpreting financial document summaries, investment performance reports and income projections for
advices to clients about insurance coverage, investment planning, cash management or any other areas or interpreting financial document summaries, investment performance reports and income projections for
Develop and maintain client relationships Client retention Reporting to management and Exco Management of
Water Quality Management Enforces Retention Sampling, Managing the retention sample bay. Enforces Change Management proper Disposal of stock from isolation bay and of retention samples. Quality Lab Inventory Control, purchasing