Job Description: Identify potential customers by obtaining information, referrals, and recommendations from existing customers. Job Responsibilities: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of products, relevant technology, external regulation, and industry best practices through ongoing education. Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way. Job Requirements: RE5 (Essential) 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous) A relevant Finance related degree / diploma (Advantageous) Class of Business (COB) (Essential) Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits (NQF5) in Wealth management (Essential)
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