
Prosperous Career Opportunity as a Financial Strategist
Há 3 dias
The role involves championing valued customers to achieve their lifetime goals by identifying financial needs, providing sound advice and recommending fit-for-purpose financial plans.
Responsibilities- Identify customer financial needs
- Provide sound financial guidance
- Recommend and implement suitable financial strategies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
- Matriculation Certificate (Matric)
- Seniority level: Internship
- Employment type: Full-time
- Job function: Finance and Sales
This is a dynamic and entrepreneurial role that requires a self-motivated individual with a strong passion for delivering exceptional customer service.
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