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Expert Investment Consultant

3 weeks ago

Durban, KwaZulu-Natal, South Africa Gayede Bluestar - Authorised By Sanlam Full time
Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, ensuring alignment with their goals and risk tolerance.
  • Conduct thorough retirement planning, providing personalized recommendations for investments and savings strategies.
  • Offer expert investment advisory services, leveraging knowledge of financial markets and instruments to optimize client portfolios.
  • Provide ongoing financial advisory support, addressing client inquiries and concerns in a timely and professional manner.