Wealth Solutions Advisor
5 days ago
- As a Wealth Solutions Expert at EQ-FIN, you will play a pivotal role in providing expert financial guidance to clients, helping them achieve their goals and secure a prosperous future.
- Key Responsibilities:
- Maintain exceptional client relationships through proactive service delivery
- Offer tailored financial solutions that align with clients' objectives and compliance frameworks
- Develop and implement strategies to ensure clients' wealth grows and remains secure
- Requirements:
- Minimum Matric qualification
- 2-5 years of relevant work experience or a degree in a financial field
- Strong entrepreneurial spirit and sales environment drive
- Ability to commit to ongoing self-development and learning
- Own car and valid driver's license
- Clear credit and criminal records
- What We Offer:
- Comprehensive in-house training through our Academy
- Formal accreditation with the Financial Services Regulatory authority
- Opportunities for continuous professional development and CPD points
- A supportive and dynamic team environment
- Unlimited earning potential and attractive incentive programs
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