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

• 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