Cape Town can be considered. What you’ll get A fixed monthly salary plus incentives linked to growth of the client book...
-oriented and highly organised, you take initiative, present with confidence, and hold yourself to the highest professional... to reside in the southern suburbs of Cape Town. What you'll need You hold a Commerce or Business Science degree...
requirements, assist with drafting Records of Advice and disclosure documents, and support the compilation of financial needs... structured mentorship, hands-on industry exposure, and the opportunity to build practical experience towards your CFP journey...
to high standards, take pride in exceptional customer service and bring grit on the tough days. Detail-oriented and articulate... enjoy it) Reporting directly to the Founder, you'll play a pivotal role in ensuring the smooth running of the business...
will directly enhance the client experience, enabling the Wealth Manager to focus on building and nurturing long-term client...-term relationships, the business fosters a supportive, client-centric culture. As part of a collaborative team, you'll...
, a performance-led culture and a clear growth vision, the business offers a collaborative, high-calibre environment where expertise... is valued and impact is visible. The team operates with agility, professionalism and a shared commitment to excellence...
like it's your own, because that's the culture here. Where you'll be doing it You'll be joining a leading specialist... Africa. With a strong footprint in the industry and a team-oriented culture, this company values high standards, innovation...
interaction in the CRM. You'll prepare review packs, capture CDD and compliance data, request portfolio information and generate... salary package aligned to your skills and experience, plus the chance to grow across marketing, reporting and process...
attention to detail and the ability to juggle multiple priorities, you pride yourself on being professional, trustworthy... financial decisions. What you'll be doing (and why you'll enjoy it) You'll play a vital support role in the wealth management...
and growing independent financial advisory firm with a strong reputation in the investment and financial planning space.... With a focus on both local and offshore solutions, the company fosters a collaborative, team-oriented culture that values...