848
lavori da Finance Manager in località United States
Client Portfolio Manager / Financial Planner
Voglio ricevere notifiche sulle ultime opportunità lavorative da Finance Manager.
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Old Mutual Life Assurance Company (Malawi) Limited
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ZAR 60.000 - 120.000
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Product Manager - Solar Finance (JHB)
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Datafin
Johannesburg
ZAR 600.000 - 800.000
Richiesta urgente
2 giorni fa
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Senior Financial Manager (CA/SA) - KZN
General Manager Finance
General Manager Finance
Smith Garb And Associates Cc
Gauteng
ZAR 800.000 - 1.200.000
Richiesta urgente
Ieri
Finance Manager
Finance Manager | CA (SA) Renewable Energy
Finance Manager
Finance Manager - Polokwane
Client Portfolio Manager / Financial Planner
Placement Point
Cape Town
ZAR 30.000 - 60.000
Descrizione del lavoro
A well-established investment firm based in Newlands is seeking a Client Portfolio Manager / Financial Planner.
Responsibilities:
- Work as part of a professional team.
- Meet with prospective clients (virtually via Zoom/Teams or in person at our offices).
Requirements:
- Minimum 3 years of experience as a financial planner.
- Fluent in English and Afrikaans (both speech and writing).
- Relevant degree (BCom, BusiSci, Hons preferred).
- Must have passed the RE5 regulatory exam.
- Applicants with the Certified Financial Planner (CFP) qualification or those studying towards it will be preferred.
- Proficiency in MS Office (Word, Excel, PowerPoint).
- Excellent written and verbal communication skills.
- Effective time management abilities.
- Aptitude for continued learning.
- Industry experience is essential.
Computer Literacy:
- MS Office (Outlook, Excel).
- Adobe PDF.
- Training will be provided on the in-house system.
* Il benchmark retributivo si basa sugli obiettivi retributivi dei leader del mercato nei rispettivi settori. È pensato per orientare gli utenti Premium nella valutazione delle posizioni aperte e aiutarli a negoziare la propria retribuzione. Tale benchmark non è fornito direttamente dall'azienda, quindi la retribuzione effettiva potrà risultare anche notevolmente superiore o inferiore.
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