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Personal Finance Strategist
1 week ago
About the Job
We are seeking a highly skilled Personal Finance Strategist to join our team in Durban and provide expert financial advice to clients.
Job Description- Analyse clients' financial statuses to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance or other information needed to develop a bespoke financial plan.
- Examine and suggest financial solutions and strategies for the financial plan, taking into account clients' changing life or economic circumstances, needs and requirements.
- Assist clients in implementing their plans and carry out financial transactions.
- Matric / Grade 12 / National Senior Certificate
- Diploma
Certificate: Financial Planning
Technical/Professional Knowledge- Administrative procedures and systems
- Data analysis
- Relevant software and systems knowledge
- Relevant regulatory knowledge
- Banking knowledge