Wealth Manager | Bryanston, Cape Town, Stellenbosch  

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Description

design and manage diversified portfolios tailored to high-net-worth clients. Proficiency in asset allocation, risk management, […]
Financial Planning: Expertise in comprehensive financial planning, encompassing retirement planning, estate planning, tax […]
Financial Products Knowledge: Familiarity with a broad range of financial products, including equities, bonds, mutual funds, […]
Market Analysis and Research: Thorough understanding of financial regulations and compliance requirements, ensuring all […]
Dedication to understanding and prioritizing the unique needs and preferences of high-net-worth...

More than 30 days ago from: jobplacements.com

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