BComm Honours in Financial Management, CFA Level I
R240k per annum
This candidate comes across as a bubbly and outgoing professional who holds a BComm Honours in Financial Management and is currently at CFA level 1. She describes herself as someone who enjoys learning and says she’s interested in doing a financial modelling course this year to improve her skills. She has two years of experience within financial services in wealth management as a Paraplanner. She says her strengths lie in her ability to pick up new systems and concepts easily, her communication with clients as well as her financial needs analysis. She goes on to say that research and investment valuation are other strengths of hers as well as her being a solutions driven person. Her ideal role would be a Wealth Management Associate or any role where she can continue to grow her career in the investment and wealth industry at a company where she can learn more.
For further details, please contact your personal CA consultant alternatively please contact:
email@example.com | 067 027 6123
Ref No: 107796