Wealth Manager
Pretoria, Gauteng, South Africa
Job Description
Qualifications required:
- BCom / BBusSc or similar finance / wealth / investment management related qualifications.
- Post Graduate Degrees in financial planning, investment, or similar
- RE5 is required.
- At least 2 years experience as a client wealth manager / financial or investment advisor / planner / similar.
- Completed supervision.
- Experience in investment advisory and financial planning.
- Estate planning, asset management, risk management experience.
- Sound financial acumen and customer service excellence.
- Willingness to learn about specific offshore investment related products and structures.
- Valid drivers license and transport as this is a client facing role.
- Manage the existing high nett worth clients and build long lasting relationships.
- Introduce additional clients to the business.
- Assess clients financial needs and risk profiles.
- Share knowledge and product expertise with clients.
- Provide these market leading products to chosen existing and potential clients.
- Display a professional and service orientated approach to clients.
- Ensure all work is in line with company compliance standards and regulatory policies.
Please consider your application unsuccessful if you have not heard from us within 2 weeks. We will keep your details on file for future positions.
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Job Detail
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Job IdJD1252716
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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 LocationPretoria, Gauteng, South Africa
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EducationNot mentioned