Description: Rooihuiskraal, Centurion: RETAIL SALES CONSULTANT Minimum Requirements: -Well presented Afrikaans ... telephone -Provide a professional and friendly service to customers -Establish and maintain ...
2 years ago
... personal circumstances, income requirements, investment time horizon etc Make a ... line with Financial Planning Consultants houseviews. Completed recommendation within ... Provide holistic financial planning services (including investments, risk cover and estate ...
2 years ago
... by managing relationships, providing client services, new business implementation as ... Wealth Adviser and clients Prepare investment review appointments Maintain CRM ... (MS Office) Competencies required: Customer Service Communication skills (verbal & written) ...
2 years ago