... representatives to identify their financial needs, engage internal specialists ... Propositions Selling: Recommend suitable financial products and services based on ... enhance capabilities in financial advising, particularly in insurance, wealth management, and ...
25 days ago
... review their portfolios, providing professional financial advice and offerings. Prospect ... with clients. Develop comprehensive financial plans tailored to individual clients ... in a Finance-related field (NQF5: Wealth Management/BCom) - Non-Negotiable! ...
26 days ago