Wealth Manager (George - Western Cape)

In order to be considered the following is required: Relevant Degree in Investment or Economics Preferred Qualification for Wealth Advisor - Certified Financial Planner (CFP) 3 to 5 years’ experience as a Wealth Manager with sales and advisory experience with high income clients FAIS experience RE5 Responsibilities: Formulate proposals in cash management, risk needs, investment planning, estate planning or other areas to help clients achieve their financial goals Achieve previously determined…