Duties & Responsibilities:
Meet with prospective clients (virtually via Zoom/Teams or in person at our offices).
Follow an established onboarding process to bring on new clients.
Advise existing and prospective clients on their investment portfolios.
Advise clients on offshore investing.
Assist clients with tax planning, estate planning and wills. […]
Continuously learn about markets, tax regulations and different investment vehicles.
Handle client queries.
Keep records of new and existing clients. […]
Minimum 3 years working experience as a financial planner.
Relevant degree in Finance (Bcom/BusSci/Hons...