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...

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 #J-18808-Ljbffr