发布于 2026年9月02日 · 我们于 2026年10月10日 确认该职位仍然有效
这是您的公司吗？ZAR 12.000 – ZAR 12.000 / 年
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…
