Financial Advisors

3 weeks ago


Port Elizabeth, South Africa Jobted ZA C2 Full time

- 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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