Financial Advisors
3 weeks ago
- Meet with clients to discuss their financial goals.
- Explain to potential clients the types of financial services they provide.
- Educate clients and answer questions about our product options and potential risks.
- Recommend products to clients or select products on their behalf.
- Look at your clients personal circumstances and your financial plans and recommend products to help your client meet their needs.
- Attend organization meetings.
- Attend activities and social functions of the group.
- What skills do you need to be a financial adviser?
- Client relationship skills. ...
- Business development skills. ...
- Research. ...
- Wealth management. ...
- Analytical thinking. ...
- Interpersonal communication. ...
- REQUIREMENTS
- SA Identity
- Passed Matric or NQF Level 4
- Reside in Port Elizabeth
- Well spoken in ENGLISH
IF YOU HAVE ALL OF THE ABOVE , YOU MAY APPLY ON :
EMAIL
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Financial Advisor
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Financial Advisor
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Financial Services Professional
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