Wealth Manager | Durban

Purpose

To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments

Required

Relevant Degree in Investment or Economics. Certified Financial Planner
RE5
FAIS Accreditation Required

3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.
Preferably willing to work in a complex environment with multiplayers. FAIS Accreditation Required

Responsibilities

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
Wealth protection/risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders’ interests always