... : BCom Post Graduation Diploma in Financial Planning CFP accreditation would be ... Examinations completed Experience: 5 years in a Wealth Management role Verbal and written ... Provide ongoing financial advice, in consultation with the relevant Wealth Planners, to ...
10 days ago
... in Financial Planning CFP Accreditation RE Qualification Experience: ± 5 years in a Wealth Management ... , Paraplanner, or Financial Advisory role. Verbal and ...
18 days ago
... (In Wealth Management) Experience: 5+ years experience in the investment financial services industry ... and consult with/remind the Wealth Manager/Advisor Handling of ... and enquiries in consultation with Wealth Manager/Advisor General Administration: Ensure ...
6 days ago
... in a compliance function in the financial services with working knowledge of ... and building strong relationships with financial advisors. Providing clear and accessible ... and provide monitoring feedback to financial advisors.; Conduct branch monitoring; Review ...
10 days ago