Retail Store Manager

2 weeks ago

Pretoria, South Africa Retail Store industry Full time

**Role**:

- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Moving money from accounts per industry and federal regulations
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Personal financial advisors assess the financial needs of individuals and help them with decisions on investments and insurance.
- Advisors help clients plan for short
- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.

**Professional Requirements**:

- Business related degree, i.e. A qualification that is recognized by the FSCA.
- 2 years’ Financial Advisory sales experience will be an advantage
- RE5 and FAIS qualifications an advantage
- Own transport and drivers’ licence

**Salary**: R20 000,00 - R35 000,00 per month

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)

Application Deadline: 2024/03/31

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