Advisory Partner

Job title : Advisory Partner Job Location : Western Cape, Cape Town Deadline : July 24, 2024 Quick Recommended Links

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 cl

• Administrative / Management jobs