The candidate must have a completed BCom (Honours) (Investment Management) and minimum 3 years client relations experience (assisting Financial Advisors) within an Asset Management / Wealth planning environment. Post Grad in Financial planning is an advantage.
Outgoing personality and excellent communication skills are essential.
Strong academics and a history of academic and work success are important.
Only shortlisted candidates will be contacted. If you have not heard from us by early February 2026, please consider your application unsuccessful.
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