Appropriate tertiary qualification (Bachelors Degree in Commerce, Financial planning, Finance, Investments preferable).
Preferred 1-3 years experience in the Financial Services Industry. […]
Technical and IT proficient, need to be comfortable configuring systems and analysing data.
Ability to effectively influence and persuade others. […]
Execute company client endorsed advisory plans and annual reviews on behalf of the senior BDM and with the Advisors.
Identifying and developing client opportunities in each Advisors practice by looking at opportunities in each Advisors client database with the...