Strategic Financial Guidance Expert
2 weeks ago
Job Summary
A financial advisor at Tangerine Africa helps clients plan for their financial future by discussing and recommending suitable investment options to achieve personal and family goals. They regularly meet with clients to review and adjust their financial portfolios as needed.
As part of their role, they conduct interviews with clients to determine their current income, expenses, financial objectives, and tax status, and how much health, home, car, or other types of insurance coverage they would like to purchase.
Key Responsibilities
• Assist clients in determining their current financial situation and goals.
• Help clients choose suitable insurance coverage based on their needs and budget.
• Regularly review and update clients' financial portfolios as needed.
• Provide expert advice on investment options and risk management strategies.
About Tangerine Africa
Tangerine Africa is a leading financial services company that provides personalized advice and solutions to help individuals achieve their financial goals.
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