Description:
- Preparing and maintaining client files and application forms
- Implementing recommendations
- Preparing annual reviews
- Entering data into internal digital systems
- Onboarding new clients
- Liaising with clients
- General queries
- general administration
Requirements:
- Preparing and maintaining client files and application forms
- Implementing recommendations
- Preparing annual reviews
- Entering data into internal digital systems
- Onboarding new clients
- Liaising with clients
- General queries
- general administration
- investments
- financial planning
- risk management
- medical aids
- tax
- investments
- life products
- Meticulous
- Organised
- Neat, well spoken
- Knowlegde of:
- investments
- financial planning
- risk management
- medical aids
- tax
- investments
- life products
28 Feb 2025;
from:
careers24.com