Wealth Manager - Durban

Recruiter:

Set Consulting

Job Ref:

3005309565

Date posted:

Wednesday, January 22, 2025

Location:

Durban, South Africa

SUMMARY:
-

POSITION INFO:

Wealth Manager - Durban

Boutique Wealth Mgt firm seeks professional and driven Snr Wealth Advisor. Pivotal role to provide sound advice on Financial Planning and Investments to HNW clients in Durban and surrounds. Use your expertise and network to generate business. Great career opportunity to grow the Wealth business in the region.

Key Responsibilities
• Generate additional business and build on your strong book of clients.
• Provide sound advice on Investments, Life Insurance, Wealth and Fiduciary.
• Acquire new clients and provide comprehensive wealth planning services to clients.
• Manage a portfolio of High-Net-Worth clients in KZN region.
• Manage pipeline to acquire and retain clients.
• Provide outstanding service to new and existing clients.
• Proactively review clients changing needs and financial circumstances.
• Key role to build the profile of the Wealth business in the region.

Qualification and Experience:
• Degree. CFP an advantage.
• Proven track record in Financial Planning, Investments, Wealth Mgt etc.
• Well-connected in KZN.

Should you be interested in this exciting opportunity:
• Please submit your CV online. You will be directed to our database, Ditto.
• For queries, contact Bev at SET on .

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