- (QFA) Qualified Financial Advisor
- Excellent communication skills
- Proven successful track record in career to date
- Previous experience in a similar role, either in a brokerage or bank assurance
- Identify financial services needs with potential and existing clients
- Provide professional best advice and consultation with respect to needs
- Make recommendations and provide solutions to client’s requirements ensuring adherence to compliance regulations and standards.
- Provide ongoing service and advice to clients.
- Build strong relationships
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