Duties and ResponsibilitiesEnsure face to face worksite consulting in respect of all Corporate Clients that ha...

JOB INDEX - 4 months ago - Job Mail

4 months ago

Financial Wellbeing

Duties and Responsibilities

  • Ensure face to face worksite consulting in respect of all Corporate Clients that have signed up
  • Make outbound calls to all relevant Retirees, Leavers and Joiners where necessary
  • To execute on sales campaigns, projects and initiatives as required with feedback
  • Manage and strengthen relationships with key personnel in assigned and segmented Corporate accounts;
  • Make a written recommendation based on a client’s responses to the risk profile questionnaire and subsequent discussions
  • Educate the clients with regards to basic investment principles, i.e., risk versus reward, market sentiment, trends, performance (offshore and local), benchmarks etc
Requirements

BCom (majors in Financial Management or Financial Planning or Investments or Marketing)

RE5

DOFA

Min 2years experience