their duties within an advice framework, build an internal and external network and grow the customer base including income, expenses, assets, liabilities, and investment portfolios. Develop personalized financial plans tolerance, and timelines. Provide expert advice on investment strategies, asset allocation, retirement planning Regularly monitor clients' financial plans and investment portfolios to ensure they remain on track towards Educate clients on financial management principles, investment options, and the potential risks involved. Identify
will be advantage. – Prisa Grade A certificate (internal candidates) – Should have valid driver license
will be advantage. – Prisa Grade A certificate (internal candidates) – Should have valid driver license
will be advantage. – Prisa Grade A certificate (internal candidates) – Should have valid driver license