Advisory Partner - Cape Town City Centre
Functions:
Requirements:
- 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
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