A leading financial services firm in Cape Town seeks a Wealth Manager to join their team. The role involves maintaining client relationships, developing productive partnerships, and preparing detailed portfolio reviews. Candidates should have a Bachelor's degree, a Postgraduate Diploma in Financial Planning, and CFP® certification. Strong knowledge of investment products and client relationship management skills are essential for success in this role.#J-18808-Ljbffr
Wealth Manager — Strategic Portfolio Advisor
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cape town, cape town
Published 14 days ago
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