Jakov Meyer Email & Phone Number

As the National Head of advisory Distribution at Everest Wealth, I oversee the distribution and marketing of alternative investments to a diverse range of clients and advisers across South Africa. With over 18 years of experience in the financial services industry, I have developed strong expertise in investment advisory, business planning, risk management, financial planning and sales.My mission is to deliver innovative and customized solutions that meet the needs and goals of our advisers, while ensuring compliance and quality standards. I lead and manage a remote team of sales professionals, providing them with guidance, training, and support. I also partner with internal and external stakeholders, building long-term relationships and generating new business opportunities. I am passionate about alternative investments and the value they can add to our clients' portfolios.

Listed skills include Financial Analysis, Business Strategy, Business Planning, Retirement Planning, and 18 others.