HeadhuntersCape Town City Centre
presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office
planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement
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HeadhuntersCape Town City Centre
presenting client proposals to Advisors & Wealth Managers as part of new business. Excellent MS Office
planning support to Financial Advisers & Wealth Managers. Formulate effective financial/Investment/Retirement
share this job on whatsapp
Ca Financial AppointmentsYsterplaat
and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter
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Ca Financial AppointmentsYsterplaat
and Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter
share this job on whatsapp
Ysterplaat
Market related
tracking)
Fit and Proper checks for New Wealth ManagersEnsuring all New Wealth Managersare
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Cape Town City Centre
Essential.
120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.2 or more years’ experience
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Cape Town City Centre
critical for this role
Experience in Wealth Management and Structured Property Finance will be a
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Cape Town City Centre
Negotiable
End-to-end Testing of a new Cloud-based Wealth Management and Pension System/ Platform.Currently
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