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Wealth Manager

4 months ago


Century City, Western Cape, South Africa CA Financial Appointments Full time
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
  • RE 5 Year experience in similar environment