Join a global and established financial advisory firm committed to building and maintaining long term relationships with clients and believe that financial advisors and their advice should be and remain independent.

Position:            Key Individual 
Industry:           Wealth and Investments
Location:          Pretoria East - Gauteng
Salary:             Highly Negotiable based on experience 


Desired Experience & Qualifications: ?

• Non-negotiable CAT 1(IFA) and CAT 11(DIM).
• Tertiary education would be advantageous.
• Minimum 5 years’ experience in investments and wealth management.
• Serious about their career and having a long-term future with the company.

 
 
 
Duties and Responsibilities: ?

• Act with due care, skill and diligence in the execution of all duties.
• Act within the standards and rules set by legislation.
• Fulfil contractual obligations as agreed to.
• Management and oversight of statutory obligations of the FSP.
• Rendering of financial services of the FSP and persons authorised to act on its behalf.
• Business processes and operational ability.
• Instil a culture of treating customers fairly in all aspects of the business.

 
 
To apply mail, me directly: [email protected]
 
Closing date: Friday 26th of July 2024
 
 
Contact:
Cynthia Beukes 
Recruitment Consultant
Office:                 0123463603 / 0679018745
email:                  [email protected]
Web:                    www.hutech.co.za
 
 
POPIA Disclaimer:
By sending your CV to the above-mentioned e-mail address you agree to:

• The processing of your personal information and sharing it with third parties for verifications.
• The exercising of your rights provided for by POPIA.
• To acknowledge that Hutech International Group (Pty) Ltd will keep the record of your personal information confidential.

 
Should you not hear from us within 14 days after the closing date, please consider your application unsuccessful.