CFP, BCompt, BComm Management Accounting
R450 000 per annum
This candidate has a commanding presence when he enters a room, but can be described as a gentle giant. During his interview, he displayed intelligence, excellent communication in both Afrikaans and English and an amazingly positive attitude. He has CFP, RE5 (including share portfolios), BCompt, and BComm Management Accounting degrees. He has 3 years’ experience as a Private Wealth Manager and completed Articles with KPMG and Mazars. When asked how he would describe himself he said that he is friendly, calm, handles stress well and is an avid reader. When we discussed his strengths he said portfolio construction, tax planning, wealth structuring and handling of clients’ portfolios from a holistic point of view.
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Ref No: 101210