Customer Relationship Officer - Wealth Management
Sandi Crowther Recruitment
- Umhlanga, KwaZulu-Natal
- Permanent
- Full-time
Requirements:
- Relevant 3-year Degree in a Finance / Commerce
- 3-5 years' experience in financial services with emphasis and exposure to investments, with experience in sales, conducting full needs analysis, financial planning and estates planning
- Sound knowledge of investment and fiduciary services in the marketplace
- Awareness of competitor activities and offerings
- Computer literate and technologically savvy
- Valid driver's license
- Postgraduate Diploma in Financial Planning, or studying towards and completed RE5 exam would be an advantage