Advisory Partner

Functions:Responsible for establishing trusting relationships with new and prospective clientsResponsible for managing clients wealth through effective advice and change implementation Ensure continuous business development, by attracting new business through leads and top ups from existing clientsHold bi-annual client meetings, in order to retain clientsRequirements:Relevant B Com degree, or CA, or LLBPost graduate Diploma in Financial Planning - CFPRegulatory exam and Class of Business courses completedMinimum of 5 years experience in an investment environmentMust have experience building relationships with high net worth clients