Publiée le 02 sept. 2026 · Nous avons confirmé le 10 oct. 2026 qu'elle est toujours active
Cette entreprise est la vôtre ?ZAR 12.000 – ZAR 12.000 / an
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 trai…
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