FINANCIAL ADVISORS - REF: CHS/ofa
 |
Highly
competitive market related Package |
 |
Commerce
Degree with Certificate in Financial Planning (CFP) |
 |
CA(SA)
would be an added advantage |
 |
FIAS Compliant |
 |
Thorough knowledge and understanding of
Collective Investment Schemes, the Retail
Retirement Fund Industry and Wealth
management |
A major Group in the Financial Services sector
has vacancies in their Cape Town, Durban and
Johannesburg Offices for highly results driven
and personally success motivated individuals
with proven successful track records with HNW
Clients, to develop and market their product
range to existing and new HNW Clients while also
providing honest, reliable and trustworthy
advice. Outputs include the building and
maintaining of sustainable Client relations,
performing Investment needs analysis and
preparing and presenting
recommendations/solutions to Clients and
monitoring on an ongoing basis.
Applicants with an existing Clientele base would
be a distinct advantage.
Please submit detailed CV’s to Charles @
charless@quest.co.za
quoting the relevant reference.
PLEASE NOTE THAT IF YOU HAVE NOT BEEN CONTACTED
WITHIN 14 DAYS THEN PLEASE ACCEPT THAT YOUR
APPLICATION HAS NOT BEEN SUCCESSFUL.