Wealth Manager - Cape Town

Requirements: Bachelors degree. Postgraduate Diploma in Financial Planning. CFP® (Certified Financial Planner) qualification. Completed Regulatory Examination (RE5). Full understanding of Investment Products, including but not limited to: Living annuities Life annuities Retirement annuities Preservation funds Discretionary investments Endowments Tax free savings investments Responsibilities: Maintain relationship with clients. Develop productive working relationships with colleagues and clients… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it. Location: Cape Town City Centre