Wealth Manager
Job Description
Key Responsibilities
Acquire new clients and manage existing client portfolios.
Deliver tailored investment solutions and ongoing portfolio management.
Conduct annual reviews and maintain consistent client communication.
Identify market opportunities and rebalance portfolios as needed.
Requirements
BCom in Finance, Investments, Economics, or related field.
Professional designation preferred: CFP, CFA, or CIMA.
Wealth management experience, preferably at a leading bank or assurance company.
RE5 and out of supervision.
Must bring clients or existing portfolio.
? To apply, email your CV to:
Skills Required
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Job Detail
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Job IdJD1609382
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationCape Town, Western Cape, South Africa
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EducationNot mentioned