Preferred: B.Com or equivalent with investment/finance focus. FAIS compliant or working towards RE5 qualification within 1 year. Advantageous: CFA, CFP® or similar certifications or studying towards them.
Relevant investment industry experience (multi-management / consulting / asset management).Client servicing and client relationship experience. Minimum 5-7+ years of relevant experience. Solid technical understanding and knowledge of investments and markets and practical experience in the application thereof in a working role across tasks
