Business DevelopmentData AnalysisFinancial ManagementMicrosoft ExcelCommunication SkillsAnalytical SkillsCollaborationAdaptability
Requirements:
Diploma in Financial Advice. Some Industry Sales experience. Strong understanding of the investment business. Excellent interpersonal skills.
Responsibilities:
Provide Financial Planning support to clients. Provide full holistic financial advice to a varied range of clients. Support investment professionals to cultivate client relationships.