FINANCIAL ADVISORS

Synopsis

At Globex Financial Services, financial advisors help clients protect their financial security and build long-term wealth through personalised financial planning.

Key Responsibilities

• Conduct detailed financial needs analyses for clients.
• Create and maintain professional client relationships.
• Help clients work toward their financial goals.
• Maintain and review client portfolios.
• Provide professional financial planning advice.
• Support clients with protection and wealth-planning decisions.

Qualifications / Minimum Requirements

• No previous financial-services industry experience is required.
• Matric is required; a degree is preferred.
• Access to a laptop is required.
• Candidates receive structured mentoring and ongoing training.