Pubblicata il 02 set 2026 · Abbiamo verificato il 10 ott 2026 che è ancora attiva
Questa azienda è tua?ZAR 12.000 – ZAR 12.000 / anno
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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