• Meet with clients to discuss their financial goals.
• Explain to potential clients the types of financial services they provide.
• Educate clients and answer questions about our product options and potential risks.
• Recommend products to clients or select products on their behalf.
• Look at your clients personal circumstances and your financial plans and recommend products to help your client meet their needs.
• Attend organization meetings. 
• Attend activities and social functions of the group.
• What skills do you need to be a financial adviser?
  • Client relationship skills. ...
  • Business development skills. ...
  • Research. ...
  • Wealth management. ...
  • Analytical thinking. ...
  • Interpersonal communication. ...

IF YOU HAVE ALL OF THE ABOVE , YOU MAY APPLY ON : 

EMAIL : portelizabeth@capitalgrowth.co.za

Whatsapp : XXX-XXXX

  ALL THE BEST