Description:
A well establish, reputable and growing investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner.
Duties:
- Work as part of a professional team of 12 people, Office based in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Candidate to continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing
Requirements:
A well establish, reputable and growing investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner.
Duties:
- Work as part of a professional team of 12 people, Office based in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Candidate to continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing
A well establish, reputable and growing investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner.
Duties:
- Work as part of a professional team of 12 people, Office based in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Candidate to continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing
A well establish, reputable and growing investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner.
Duties:
- Work as part of a professional team of 12 people, Office based in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Candidate to continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing
- Work as part of a professional team of 12 people, Office based in Newlands
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices)
- Follow an established onboarding process to bring on new clients
- Advise existing and prospective clients on their investment portfolios
- Advise clients on offshore investing
- Assist clients with tax planning, estate planning and wills
- Prepare and conduct investment reviews for clients
- Candidate to continuously learn about markets, tax regulations and different investment vehicles
- Handle client queries
- Keep records of new and existing
Requirements:
- Graduate from University with Bcom (Finance)
- Just out of uni or para planner would also be considered
- 1 or 2 years post grad benificial
- Looking for someone who is wanting to launch their career and be developed to a Certified Financial Planner
- Be fluent (speech and writing) in English and Afrikaans NON NEGOTIABLE
- Proficiency in MS Office including Word, Excel and Powerpoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Inteligent
- Must be confident to handle portfolios in the millions
- Must be well groomed and presented due to high network clients
Requirements:
- Graduate from University with Bcom (Finance)
- Just out of uni or para planner would also be considered
- 1 or 2 years post grad benificial
- Looking for someone who is wanting to launch their career and be developed to a Certified Financial Planner
- Be fluent (speech and writing) in English and Afrikaans NON NEGOTIABLE
- Proficiency in MS Office including Word, Excel and Powerpoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Inteligent
- Must be confident to handle portfolios in the millions
- Must be well groomed and presented due to high network clients
Requirements:
- Graduate from University with Bcom (Finance)
- Just out of uni or para planner would also be considered
- 1 or 2 years post grad benificial
- Looking for someone who is wanting to launch their career and be developed to a Certified Financial Planner
- Be fluent (speech and writing) in English and Afrikaans NON NEGOTIABLE
- Proficiency in MS Office including Word, Excel and Powerpoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Inteligent
- Must be confident to handle portfolios in the millions
- Must be well groomed and presented due to high network clients
- Graduate from University with Bcom (Finance)
- Just out of uni or para planner would also be considered
- 1 or 2 years post grad benificial
- Looking for someone who is wanting to launch their career and be developed to a Certified Financial Planner
- Be fluent (speech and writing) in English and Afrikaans NON NEGOTIABLE
- Proficiency in MS Office including Word, Excel and Powerpoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Inteligent
- Must be confident to handle portfolios in the millions
- Must be well groomed and presented due to high network clients
Requirements:
- Graduate from University with Bcom (Finance)
- Just out of uni or para planner would also be considered
- 1 or 2 years post grad benificial
- Looking for someone who is wanting to launch their career and be developed to a Certified Financial Planner
- Be fluent (speech and writing) in English and Afrikaans NON NEGOTIABLE
- Proficiency in MS Office including Word, Excel and Powerpoint
- Excellent written and verbal communication skills
- Have the ability to manage time effectively
- Inteligent
- Must be confident to handle portfolios in the millions
- Must be well groomed and presented due to high network clients
05 Jan 2026;
from:
careers24.com