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Role overview

LocationPretoria, Tshwane
Posted23 Sep 2026

Details

permanent · Posted 2026-09-17 · Duties and responsibilities: · Assessing Client Financial Needs : Meeting with clients to understand their financial situation, goals, risk tolerance, and future aspirations. · Developing Financial Plans : Creating tailored financial strategies that align with clients goals, covering areas like investments and retirement · Investment Guidance : Recommending investment opportunities that suit clients' risk profiles and financial objectives, while explaining potential risks and returns. · Monitor…

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