... Requirements: Qualification in investments/financial planning/business management would be ... in client services or financial planning. Responsibilities: Client Services ... reporting etc). Liaison between Financial Planner Partner and product providers. Will ...
a year ago
... Experience – Mid Management level. Financial Services (Investments & Advisory/Wealth ... . (B Comm). A qualification in Financial Planning or Investment Asset Management ... similar. Experience in Financial Planning (Certified Financial Planner would be a benefit ...
a year ago