Job Description
Duties & Responsibilities :
• Developing and implementing financial plans to meet clients’ objectives
• Analysing investment opportunities and providing advice on the most suitable products
• Keeping up to date with relevant legislation and regulations
• Developing relationships with clients and providing ongoing advice and support
• Maintaining detailed records of client meetings and transactions
• Building and maintaining a portfolio of clients
• Identifying additional products and services to meet clients’ needs
Desired Experience & Qualification :
The ideal candidate will have:
• A minimum matric qualification (degree preferable)
• Sales experience with an entrepreneurial spirit
• A clear credit and criminal record
• Driver’s license and own vehicle
• Strong problem-solving and analytical skills
• The ability to work independently and as part of a team