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
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