Financial Advisor
2 weeks ago
**.**
**Duties**:
- Source new clients and service existing clients
- Consult with and develop excellent relationships and service levels with clients and Assurors
- Reporting and Administrative Tasks
- Adhere to all company policies, procedures and business ethics codes
- Provide timely and regular feedback to management regarding performance to ensure that the sales process is on track and targets are being met.
**Education and Experience**
- BCom degree pertaining to investments
- 2- 3 years in a similar role and in the investments, sector required
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