Graduate Investment Planner  

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Description

Work as part of a professional team in an office-based role.
Assist Client Portfolio Managers with investment proposals and portfolio analyses.
Contact prospective clients and follow an established on boarding process.
Provide financial planning advice while being supervised by senior professionals. […]
Handle client queries and maintain records of new and existing clients.
Monitor FICA compliance during the on boarding process. […]
Undergraduate Degree in a Finance related discipline.
Own reliable vehicle and drivers license (Mandatory). […]
Excellent written and spoken communication skills. […]
Willingness...

6 days ago from: executiveplacements.com

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