's portfolio in order to build a sustainable client base Job Description VirtualAdvisor (FAIS) : Short-Term Insurance... with all stakeholders (Client, Bank personnel, Product providers, Virtual Advisers and Virtual Agents). Meet sales and/or growth targets...
Advisor at an esteemed luxury lifestyle brand based in Cape Town, South Africa. Your role will encompass... job responsibilities as the Spanish speaking Luxury Customer Advisor in Cape Town, South Africa: Build and maintain strong relationships...
Job Description To serve as a full financial services advisor by providing appropriate savings, investment and estate... as a Wealth Manager with sales and advisory experience with high income clients Candidates with the following FAIS experience...
. Your main responsibilities will include: Conducting engaging virtual training sessions via Zoom on policies, tools...-2 years of experience in training or similar roles. Experience as a virtual assistant is a plus. Proficiency...
or equivalent qualification FAIS recognised qualification (minimum 120 credits) FAIS Key Individual Regulatory Exam Level 1... (essential) FAIS Representative Regulatory Exam Level 5 Degree in Commerce or Business Management (advantageous) Financial...
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