Wealth manager

SUMMARY:
Opportunity for a Wealth manager

POSITION INFO:

A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager.   The successful candidate will be highly motivated and target driven.

Duties:

• Advise the company’s clients on all aspects of offshore financial planning and wealth management
• Adopt a holistic approach in managing long – term relationships with clients
• Develop and deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
• Maintain an effective client base management system to provide excellence in customer service and quality holistic advice

Qualification and Experience

• CA(SA), BCom Accounting or CFP
• Investment and wealth management experience
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions will be advantageous

If you are interested in this opportunity, please apply directly.  For more finance jobs, please visit --------Please upload your CV here-------->

If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

For more information, contact:

Eshana Sewraj-Ramshat

Specialist Consultant

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