prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
and execute retirement plans. Implement risk management and tax planning strategies. Develop and implement corportate/business solutions Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow your client portfolios Manage your financial practice Remain accredited and up
prospecting and referrals. Client Relationship Management: Network, source, and prospect to build and maintain and offer expert advice. Financial Security & Wealth Growth: Help clients achieve their financial goals Professional Practice Management: Cultivate long-term client relationships and manage your practice with Independence : Ability to work independently and manage your time effectively. Integrity : Clear credit
financially broad understanding of financial management principles to represent Liberty and to form a
financially broad understanding of financial management principles to represent Liberty and to form a
Description IGrow Wealth Investments, South Africa's 1 Property Investment Company, is looking for a
Consider a career as an EQ-FIN Wealth Management and Advisory Specialist At EQ-FIN ( an affiliate of through excellence that drives quality, and securing wealth by connecting people with life solutions for financial the following: Access to trained and skilled administration staff in our Biz Hubs Ability to study and environment Job Summary: As an accredited Wealth Management and Advisory Specialist you will provide pro-active market, thereby assisting them to structure their wealth and ensure a secure financial future for them and
Consider a career as an EQ-FIN Wealth Management and Advisory Specialist At EQ-FIN ( an affiliate of through excellence that drives quality, and securing wealth by connecting people with life solutions for financial the following: Access to trained and skilled administration staff in our Biz Hubs Ability to study and environment Job Summary: As an accredited Wealth Management and Advisory Specialist you will provide pro-active market, thereby assisting them to structure their wealth and ensure a secure financial future for them and
representatives Requirements: A degree in business administration, sales, marketing, logistics or related commercial Previous experience in a sales support or administrative role will be an advantage but not essential Requirements: Excellent organizational and time management skills. Able to take initiative and think logically updates on sales metrics to the sales team and management. Handle Enquiries and Correspondence: Respond relevant departments. Sales Support: Provide administrative support to the sales team, including scheduling