Junior Wealth Manager / Paraplanner
CA Financial Appointments
Cape Town
1d ago
source : JustTheJob.co.za

Cape TownResponsibilities : Check and maintain the existing Client FileMeet the ClientPrepare RecommendationsImplementing RecommendationsRequirements : You are appropriately qualified (B Com, CFP, CA(SA))You have 1 3 years’ experience in wealth management dealing directly with clientsYou are a nurturing individual that is happy in a farming role as opposed to a role which is sales focusedYou are motivated to follow a career in wealth management and have a willingness to follow a steeplearning curveYou are highly organised, methodical, and disciplinedYou can multi task and prioritise effectivelyYou are analytical and have problems solving skillsYou have excellent inter personal skills, both written and verbalYou are a team player but can also work independently where required

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