We are looking for a Junior Wealth Advisor. Salary : R16 000 per month CTC commensurate with experience including reviews of their portfolios in terms of company policy Client portfolio reviews: – Research performance performance of client portfolios and prepare reviews in accordance with company policy and standards – relevant Wealth Planners, to clients regarding their portfolios in respect of risk, market trends, investment queries, requests and complaints regarding their portfolios – Assist clients in obtaining Tax certificates
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