Advisory Partner needed at Lexdan Select

Cape Town, Western Cape Administrative / Management Full Time

Save 3 days ago

Job title : Advisory Partner

Job Location : Western Cape, Cape Town

Deadline : July 24, 2024

Quick Recommended Links

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 cl

How to Apply for this Offer

Interested and qualified candidates should apply using the Apply Now button below.
  • Administrative / Management  jobs
Apply for this job

Share this job

Contact Us