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Professional financial planner full-time jobs from the company Personix in Rondebosch (2 jobs)

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Job - Ad posted by Mohamed Dalvie

  • Personix
  • Rondebosch
... be supporting the Financial Advisor(s), with financial planning process by ... keeping ü Astute ü Feedback to planners ü Communication to clients ü Updating ... relationships ü Results driven ü Applying professional, technical expertise ü Quality and detail ...
9 days ago

Risk & Investment Administrator

  • Personix
  • Rondebosch
... be supporting the Financial Advisor(s), with financial planning process by ... Knowledge and skills requirements: Professional client facing skills. Good ... Building relationships, Results driven, Applying professional, technical expertise, Quality and detail ...
9 days ago

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