Financial Advisor
Vacature niet meer beschikbaar
Deze vacature is gesloten. Sollicitaties worden niet meer geaccepteerd.
Gesloten · 16 dagen geleden
Deze vacature is gepubliceerd via een extern platform.
| Locatie | Western Cape, South Africa |
| Contract | Voltijd |
| Gesloten | 16 dagen geleden |
Understand clients’ financial needs
Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals
Answer clients’ questions and address concerns
Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals
Regularly review clients’ bank and other accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
Preparing or interpreting financial document summaries, investment performance reports and income projections for clients.
Manage and regularly update clients’ portfolios.
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Locatie
Over het bedrijf
Liberty Standard Bank Group 2
Deze link brengt u naar een externe website:
https://www.liberty.co.zaDoorgaan