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Client Portfolio Manager: Financial Planning&Investments, Cape Town

Client Portfolio Manager: Financial Planning&Investments, Cape Town
Description
The University of Fort Hare in Cape Town is seeking a Senior Financial Planner (Client Portfolio Manager) with 3–7 years’ experience. This role involves engaging with clients, providing tailored financial solutions, and assisting with tax and estate planning. The ideal candidate will have strong communication skills and fluency in English and Afrikaans. The position includes a book of existing clients and daily leads with clear career growth potential.

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Highlights
  • Company name
    University of Fort Hare
  • Job position
    Client Portfolio Manager: Financial Planning&Investments
Safety Tips
Be careful with commission-based ’work-from-home’ positions that offer an unrealistically high income.
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Client Portfolio Manager: Financial Planning&Investments has been posted in the Cape Town Accounting, Financing & Banking category on Locanto.

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