Wealth Manager

Join one of the leading independent Wealth Managers in an advisory role.

Responsibilities:

  • Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio’s
  • Estate planning
  • Retirement planning
  • Education planning
  • Make detailed recommendations taking cognnisance of each client’s risk profile and financial needs
  • Create and implement ongoing service plans to ensure client portfolio’s are monitored and relevant modification is timeously executed

Requirements:

  • CFP / Wealth Management Qualification
  • RE5
  • 5 Year experience in similar environment

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.