WEALTH MANAGER

 

Recruiter:

HR Genie

Job Ref:

252EW

Date posted:

Monday, July 4, 2022

Location:

Port Elizabeth, South Africa

Salary:

R21k - 22k per month


SUMMARY:
Servicing of existing clients.Support to Wealth Planners

JOB DESCRIPTION:

The Wealth Manager is responsible for: 

  • Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;   

  • Support to Wealth Planners in terms of generating new business and preparing proposals to new and existing clients

  • Client Portfolio Reviews 

 

Servicing of Existing Clients 

Generating New Business  

Leadership & Support to Wealth Team

General Administration 

 

  • BCom 

  • Post Graduation Diploma in Financial Planning  

  • CFP accreditation would be advantageous 

  • RE Examinations completed 

 

NB! This job is now closed. You can apply for other jobs by uploading your CV.



 

 

 

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