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  • Posted: Jun 25, 2024
    Deadline: Jul 24, 2024
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  • Lexdan Select was formed to offer recruitment services to the South African market, and broader African market. We are a client centric company, focused on adding value at each step in the recruitment process. Our candidate attraction strategies ensure our clients reach the best talent in the market, and make smart hiring decisions.
    Read more about this company

     

    Advisory Partner

    Functions:

    • Responsible for establishing trusting relationships with new and prospective clients
    • Responsible for managing clients wealth through effective advice and change implementation  
    • Ensure continuous business development, by attracting new business through leads and top ups from 
      existing clients
    • Hold bi-annual client meetings, in order to retain clients

    Requirements:

    • Relevant B Com degree, or CA, or LLB
    • Post graduate Diploma in Financial Planning - CFP
    • Regulatory exam and Class of Business courses completed
    • Minimum of 5 years experience in an investment environment
    • Must have experience building relationships with high net worth cl

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