Wealth Consultant

Lusaka, Zambia, Full Time Commission based ZMW / Month

The ideal candidate will deliver personalized investment solutions to help clients work towards their long-term financial goals. They should be comfortable with creating financial plans and cross-checking work to ensure complete accuracy of information.
Responsibilities :

Provide financial planning support to clients.
Support investment professionals to cultivate client relationships.
Prepare financial plans and check their accuracy.
Source clients of medium to High Net worth.