Salaried Financial Planner
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Placement Point
Cape Town
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... |
View salary & More Info |
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6 hours ago
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