Responsibilities
- Deliver exceptional experience and education to Private Clients on basic
wealth creation, accumulation.
- Increase vertical sales index (VSI) and drive client retention and entrenchment through using
contextual Money Management principles.
as the primary financial advisor for clients, coordinating with other advisors as needed to ensure their
Leadership and mentorship from the top financial advisors in the industry Build Your Own Network of Clients
Leadership and mentorship from the top financial advisors in the industry Build Your Own Network of Clients
an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience suitable for both parties. Liaise with other client advisors such as attorneys, accountants, and investment
an Affiliate of a listed company as a Financial Advisor. With over 100 years of industry management experience suitable for both parties. Liaise with other client advisors such as attorneys, accountants, and investment
current salary, plus bonuses, incentives, medical aid and provident fund. This is the opportunity you have
understanding of short-term insurance or medical aid or life insurance or investments.
experience
all monthly reconciliations (salary, tax, medical aid, provident funds)