Financial Planner Job Vacancy in South Africa at Nedbank South Africa in Cape Town 2012
Job Title: Financial Planner – Lansdowne
Expire: 2012-05-31
FPPB0001
Lansdowne, Cape town
Job Purpose:
• Offering appropriate financial Planning for the well-being of the bank’s clients, whilst maintaining the interests of the bank.
• To add value to a customer base via the provision of appropriate financial advice and selling appropriate financial products to customers, thereby meeting the clients unique financial needs.
Key Functions / Responsibilities
Administration:
• Maintaining accurate client files.
• All advice (actions, discussions, solutions and amendments) must be in the files.
Alternate product offering...
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