Senior Wealth Manager

Recruiter:

Network Recruitment

Job Ref:

NFC022321/Sel

Date posted:

Wednesday, October 23, 2024

Location:

Johannesburg, South Africa

Salary:

300000

SUMMARY:
Are you a seasoned financial expert with a passion for building wealth and forging strong client relationships? If yes, this is an opportunity for you.

POSITION INFO:
Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to industry-leading tools and resources.

Duties and Responsibilities

Provide expert guidance to clients on all areas of offshore financial planning and wealth management
Take a comprehensive, holistic approach to building and managing long-term client relationships
Achieve agreed-upon business targets while ensuring compliance and addressing the specific needs of clients
Maintain an efficient client management system to deliver exceptional customer service and high-quality, holistic financial advice

Job Experience & Skills Required

CA(SA), BCom Accounting, or CFP qualification
Proven experience in investment and wealth management
Strong knowledge of financial products and the ability to effectively communicate comprehensive financial planning strategies and solutions is a plus

APPLY NOW!

If you are interested in this opportunity, please apply directly. For more finance jobs, please visit
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:
Selena Naidoo
Researcher

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

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