Digital Portfolio Planner - Centurion, South Africa
3 days ago

Job summary
The Digital Portfolio Planner will engage with prospective clients to manage their financial wellness and participate in campaigns to up-sell to the existing client base.Responsibilities
- Engage telephonically and digitally with prospective clients to manage their financial wellness
- Participate in campaigns to up-sell to the existing client base
- Conduct client financial needs analysis...
Job description
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