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Investment Portfolio Consultant, Paarl
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2 years ago2131 views
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General Details
Description
A RECENT PROFESSIONAL PROFILE PHOTO MUST ACCOMPANY YOUR APPLICATION
EMPLOYMENT TYPE : PERMANENT
SECTOR : PROPERTY
START DATE : A.S.A.P / IMMEDIATE
DUTIES:
Communicate property, wealth investment and insurance options to potential investors and clients
Evaluate the requirements of each lead / potential investor
Design and propose investment opportunities and wealth management structures to potential clients
Manage the investment process with the client
Ongoing client and account management
REQUIREMENTS:
Tertiary qualification
RE5 qualified - preferred
2 years experience in Wealth Advisory, Management and Insurances (non-negotiable)
Knowledge of property investments (desirable)
Excellent verbal and written communication skills
EMPLOYMENT TYPE : PERMANENT
SECTOR : PROPERTY
START DATE : A.S.A.P / IMMEDIATE
DUTIES:
Communicate property, wealth investment and insurance options to potential investors and clients
Evaluate the requirements of each lead / potential investor
Design and propose investment opportunities and wealth management structures to potential clients
Manage the investment process with the client
Ongoing client and account management
REQUIREMENTS:
Tertiary qualification
RE5 qualified - preferred
2 years experience in Wealth Advisory, Management and Insurances (non-negotiable)
Knowledge of property investments (desirable)
Excellent verbal and written communication skills
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzcwNzc3X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1178297&xid=1109_70777
Id Subtitle 1065553311
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