Western Cape: Advisory Partner posted by Lexdan Select

Date	2024-07-07
Job Title	Advisory Partner
Employer	Lexdan Select More Information
Salary	0
Category	Insurance And Investments
Location	Western Cape / Western Cape

Job Summary

Functions:

Responsible for establishing trusting relationships with new and prospective clients
Responsible for managing clients wealth through effective advice and change implementation
Ensure continuous business development, by attracting new business through leads and top ups from
existing clients
Hold bi-annual client meetings, in order to retain clients

Requirements:

Relevant B Com degree, or CA, or LLB
Post graduate Diploma in Financial Planning – CFP
Regulatory exam and Class of Business courses completed
Minimum of 5 years experience in an investment environment
Must have experience building relationships with high net worth clients

Advisory Partner position available in Western Cape, Western Cape. This job position was posted by Lexdan Select. The job has been posted as a char8000 ad on 2024-07-07 at 01:08:28 in the Insurance And Investments category

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