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Client Portfolio Manager

4 weeks ago


Cape Town, South Africa Placement Point Full time

Overview A well established investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner. Responsibilities Work as part of a professional team Meet with prospective clients (virtually via Zoom/Teams or in person at our offices) Note: Duties are listed as part of the responsibilities above; additional duties may be assigned as needed. Qualifications / Requirements Minimum 3 years working experience as a financial planner Be fluent (speech and writing) in English and Afrikaans Relevant degree (Bcom/BusSci/Hons preferable) Must have passed the RE5 regulatory exam Applicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferred Proficiency in MS Office including Word, Excel and Powerpoint Excellent written and verbal communication skills Have the ability to manage time effectively Have an aptitude for continued learning Must be experience from the industry Computer Literacy MS Office (Outlook, Excel) Adobe PDF Will be training on inhouse system #J-18808-Ljbffr