according to their specific lifestyles and financial needs Meet with clients to form a financial outlook including manage your professional practice Qualifications Grade 12 (Matric) Degree / BCOM Advantageous Minimum 2-3 go-getter who can take the initiative and does not need their hand held You are a self-starter, with high the comprehensive qualities that a Wealth Planner needs You will be trained by proficient professionals
Deadline-driven and able to work under pressure; 10. Must have a valid unendorsed driver's license and
Deadline-driven and able to work under pressure; 10. Must have a valid unendorsed driver's license and
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people
institutional clients to assess their financial needs and help them achieve financial goals, such as choosing and liabilities) Examine and suggest financial needs and opportunities (e.g. insurance, investments and Customize financial plans according to clients changing needs Present and sell suitable financial products and “YES” to the following simple questions, then you need to talk to us. We love celebrating with the people
Tertiary Qualification is an advantage. Minimum of 5 to 10 years' experience in a similar or related role. Analytical
Tertiary Qualification is an advantage. Minimum of 5 to 10 years' experience in a similar or related role. Analytical
report for all properties and ensuring that it Grade 12 Degree/Diploma: Accounting/Payroll/ Human Resources
report for all properties and ensuring that it Grade 12 Degree/Diploma: Accounting/Payroll/ Human Resources
Structuring finance packages to best suit clients needs Motivating deals for approval Rate negotiations