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Wealth Manager — Strategic Portfolio Advisor

Company

Headhunters

Location

cape town, western cape

Type

Full-time

A leading financial services firm in Cape Town seeks a Wealth Manager to join their team. The role involves maintaining client relationships, developing productive partnerships, and preparing detailed portfolio reviews. Candidates should have a Bachelor's degree, a Postgraduate Diploma in Financial Planning, and CFP® certification. Strong knowledge of investment products and client relationship management skills are essential for success in this role.
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