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Job Summary
The ideal candidate must possess the following in order to be considered:- Minimum Qualification - Degree in Finance, Economics or Accounting
- Preferred Qualification - Certified Financial Planner (CFP)
- Experience - 3 to 5 years experience in a Banking,
Investment, Financial Planning, Wealth Management, and
client facing environment - Additional Knowledge - Full understanding of money
management principles - Sound working knowledge of required business-related
systems - Sound working knowledge of Banking and Financial Services
Regulatory requirements - Knowledge on wealth management creation and
accumulation
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