Our client in the Financial Services sector is seeking to fill the position of Investment Advisor / Client Relations Officer.
Investment Advisor / Client Relations Officer
Our client in the Financial Services sector is seeking to fill the position of Investment Advisor / Client Relations Officer.
SCOPE OF JOB:
Interviews Clients, hears their concerns, assesses the situation and provides financial advice for the development of their respective investment portfolios towards helping them meet their financial goals. Through this process Group products and services are promoted and sold.
MAIN DUTIES AND RESPONSIBILITIES:
SALES:
EDUCATION, TRAINING & WORK EXPERIENCE REQUIRED: