Financial Advisor
CurrentDuties and Responsibilities:• To advice clients plan for their short- and long-term financial goals in the following market segments via a team of professionally accredited and passionate individuals• Employed individuals• Business assurance, catering for the needs of business professionals• Professionals (employed or self-employed)• Affluent market- Glacier• High net worth market• Establish and maintain a client base (This requires a process to consider several… Show more Duties and Responsibilities:• To advice clients plan for their short- and long-term financial goals in the following market segments via a team of professionally accredited and passionate individuals• Employed individuals• Business assurance, catering for the needs of business professionals• Professionals (employed or self-employed)• Affluent market- Glacier• High net worth market• Establish and maintain a client base (This requires a process to consider several needs including tax, health planning, capital needed in the event of disability, death or dread needs, estate planning, business assurance needs) Show less