Conova (PTY) LTD, located in South Africa (Wes-Kaap), is seeking a professional in client management for financial planning. Responsibilities include preparing client onboarding documentation, managing client CRM profiles, and liaising with providers on client queries. Ideal candidates have a commerce or financial degree along with 3-5 years of experience in the financial planning sector, with an understanding of FAIS and FICA. Advantageous qualifications include CFP and RE5 designations.#J-18808-Ljbffr
Wealth Management Associate: Onboarding & Crm Specialist
CONOVA (PTY) LTD
Remote, Remote
Published 10 days ago
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