Description:
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Build relationships with new and existing clients to understand their financial goals.
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Conduct a financial needs analysis and develop financial plans for clients.
-
Conduct research on investment options, insurance policies, and other financial products.
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Maintain accurate client records using CRM and financial planning software.
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Gather and analyse client financial data (income, expenses, assets, liabilities)
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Monitor financial markets and industry news to support investment strategies.
-
Attend training sessions, workshops, and stay updated on financial regulations and trends.
-
Ensure compliance paperwork and documentation for regulatory requirements is in order.
-
Create reports and visual summaries (e.g. charts, presentations) for client meetings.
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Requirements:
-
Build relationships with new and existing clients to understand their financial goals.
-
Conduct a financial needs analysis and develop financial plans for clients.
-
Conduct research on investment options, insurance policies, and other financial products.
-
Maintain accurate client records using CRM and financial planning software.
-
Gather and analyse client financial data (income, expenses, assets, liabilities)
-
Monitor financial markets and industry news to support investment strategies.
-
Attend training sessions, workshops, and stay updated on financial regulations and trends.
-
Ensure compliance paperwork and documentation for regulatory requirements is in order.
-
Create reports and visual summaries (e.g. charts, presentations) for client meetings.
-
-
Build relationships with new and existing clients to understand their financial goals.
-
Conduct a financial needs analysis and develop financial plans for clients.
-
Conduct research on investment options, insurance policies, and other financial products.
-
Maintain accurate client records using CRM and financial planning software.
-
Gather and analyse client financial data (income, expenses, assets, liabilities)
-
Monitor financial markets and industry news to support investment strategies.
-
Attend training sessions, workshops, and stay updated on financial regulations and trends.
-
Ensure compliance paperwork and documentation for regulatory requirements is in order.
-
Create reports and visual summaries (e.g. charts, presentations) for client meetings.
-
-
Build relationships with new and existing clients to understand their financial goals.
-
Conduct a financial needs analysis and develop financial plans for clients.
-
Conduct research on investment options, insurance policies, and other financial products.
-
Maintain accurate client records using CRM and financial planning software.
-
Gather and analyse client financial data (income, expenses, assets, liabilities)
-
Monitor financial markets and industry news to support investment strategies.
-
Attend training sessions, workshops, and stay updated on financial regulations and trends.
-
Ensure compliance paperwork and documentation for regulatory requirements is in order.
-
Create reports and visual summaries (e.g. charts, presentations) for client meetings.
-
-
Build relationships with new and existing clients to understand their financial goals.
-
Conduct a financial needs analysis and develop financial plans for clients.
-
Conduct research on investment options, insurance policies, and other financial products.
-
Maintain accurate client records using CRM and financial planning software.
-
Gather and analyse client financial data (income, expenses, assets, liabilities)
-
Monitor financial markets and industry news to support investment strategies.
-
Attend training sessions, workshops, and stay updated on financial regulations and trends.
-
Ensure compliance paperwork and documentation for regulatory requirements is in order.
-
Create reports and visual summaries (e.g. charts, presentations) for client meetings.
-
-
Build relationships with new and existing clients to understand their financial goals.
-
Conduct a financial needs analysis and develop financial plans for clients.
-
Conduct research on investment options, insurance policies, and other financial products.
-
Maintain accurate client records using CRM and financial planning software.
-
Gather and analyse client financial data (income, expenses, assets, liabilities)
-
Monitor financial markets and industry news to support investment strategies.
-
Attend training sessions, workshops, and stay updated on financial regulations and trends.
-
Ensure compliance paperwork and documentation for regulatory requirements is in order.
-
Create reports and visual summaries (e.g. charts, presentations) for client meetings.
- Client Focus: 1 to 2 years
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1 years’ experience in sales & client servicing (preferred)
-
Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
-
Banking (or any related fields)
-
Strong interpersonal and client relationship skills
-
Self-motivated, ethical, and goal-oriented
-
-
1 years’ experience in sales & client servicing (preferred)
-
Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
-
Banking (or any related fields)
-
Strong interpersonal and client relationship skills
-
Self-motivated, ethical, and goal-oriented
-
-
1 years’ experience in sales & client servicing (preferred)
-
Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
-
Banking (or any related fields)
-
Strong interpersonal and client relationship skills
-
Self-motivated, ethical, and goal-oriented
-
-
1 years’ experience in sales & client servicing (preferred)
-
Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
-
Banking (or any related fields)
-
Strong interpersonal and client relationship skills
-
Self-motivated, ethical, and goal-oriented
-
-
1 years’ experience in sales & client servicing (preferred)
-
Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
-
Banking (or any related fields)
-
Strong interpersonal and client relationship skills
-
Self-motivated, ethical, and goal-oriented
-
1 years’ experience in sales & client servicing (preferred)
-
Minimum NQF 5 qualification in Wealth Management / Financial Planning / Finance /
-
Banking (or any related fields)
-
Strong interpersonal and client relationship skills
-
Self-motivated, ethical, and goal-oriented
-