Personal Finance Strategist
4 days ago
We are seeking a skilled Financial Services Manager to join our team.
As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term goals.
Your key responsibilities will include:
- Developing and implementing financial plans tailored to individual client needs and risk tolerance.
- Analyzing financial data to optimize investment portfolios and ensure alignment with client objectives.
- Building and maintaining strong relationships with clients through regular communication and face-to-face meetings.
To succeed in this role, you will require:
- Minimum NQF5, RE5, and Class of Business Long Term Insurance certifications (non-negotiable).
- Valid driver's license and own vehicle.
- Clear criminal and credit check.
- Minimum 3-5 years experience in sales or financial services.
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