| Date | 2024-06-25 |
|---|---|
| Job Title | Advisory Partner |
| Employer | More Information |
| Salary | |
| Category | Accounting Finance |
| Location |
Cape Town Region / Cape Town City Centre |
Job Summary
Functions: Responsible for establishing trusting relationships with new and prospective clients Responsible for managing clients wealth through effective advice and change implementation Ensure continuous business development, by attracting new business through leads and top ups from existing clients Hold bi-annual client meetings, in order to retain clients
Requirements:
Relevant B Com degree, or CA, or LLB Post graduate Diploma in Financial Planning – CFP Regulatory exam and Class of Business courses completed Minimum of 5 years experience in an investment environment Must have experience building relationships with high net worth clients
Advisory Partner position available in Cape Town Region, Cape Town City Centre. This job position was posted by . The job has been posted on 2024-06-25 in the Accounting Finance category
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Cape Town City Centre: Advisory Partner
Functions: Responsible for establishing trusting relationships with new and prospective clients Responsible for managing clients wealth through effective advice and change implementation Ensure continuous business development, by attracting new business th
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