SENIOR WEALTH MANAGER

SUMMARY:
Senior Wealth Manager - Port Elizabeth Servicing of existing clients, including Reviews of their Portfolios in terms of company policy. Salary: R33 000 per month CTC

POSITION INFO:
Minimum requirements:

• BCom
  Post Graduation Diploma in Financial Planning
  CFP Accreditation
  5 years in Wealth Management
  Experience in Wealth Planning & Wealth Managers systems (i.e. Plan, Iress, etc.)

Consultant: Debbie Watkyns - Dante Personnel Cape Town
Apply via our website www.------

If you do not hear from us within 5 days, please accept that your application was unsuccessful

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.

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