Role summary
Key ResponsibilitiesEngage with new and existing clients, both virtually and in personOnboard new clients through a structured processProvide financial and investment advice across local and offshore portfoliosAssist clients with tax, estate planning, and willsConduct regular investment reviews…
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ExcelAIiOSUI
- LOCATION
- Western Cape
- WORK MODE
- On-site
- JOB TYPE
- Full-time
- POSTED
- Sep 19, 2026
- CLOSING
- Sep 30, 2026
Source: Job Mail Public Jobs