The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.Underta... Show more
Accountability: To establish and maintain a professional relationship with all stakeholders (Client, Bank personnel, product providers and Adviser Support staff).Participate in reciprocal leads act... Show more
To provide appropriate risk and investment advice for Clients through virtual channels.Adhering to FAIS Compliance requirements.Adhering to the FirstRand Product Matrix and Advice Philosophy.As a B... Show more
Source deals, assess their viability and prepare submission report to the credit committee,.Prepare submission to relevant committee for Due Diligence approval,.Compile a Due Diligence work plan, n... Show more
