Investment Portfolio Consultant, Paarl

2 years ago864 views
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Advertised By:Agency
Job Type:Contract
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Investment Portfolio Consultant, PaarlOur client in Paarl focuses on residential property development. They are looking for customer centric sales persons with investment skills to assist them in growing. A RECENT PROFESSIONAL PROFILE PHOTO MUST ACCOMPANY YOUR APPLICATIONEMPLOYMENT TYPE : PERMANENTSECTOR : PROPERTYSTART DATE : A.S.A.P / IMMEDIATEDUTIES:Communicate property, wealth investment and insurance options to potential investors and clientsEvaluate the requirements of each lead / potential investorDesign and propose investment opportunities and wealth management structures to potential clientsManage the investment process with the clientOngoing client and account management REQUIREMENTS:Tertiary qualificationRE5 qualified - preferred2 years’ experience in Wealth Advisory, Management and Insurances (non-negotiable)Knowledge of property investments (desirable)Excellent verbal and written communication skillsInterested? Apply on our website at www.statusstaffing.com or e-mail margaret@statusstaffing.com today.Should you not hear back from us within 10 working days, please consider your application as unsuccessful. We will retain your credentials for future similar roles.

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