Junior Wealth Manager
2 weeks ago
This firm offers clients tailored share portfolios (local and international) through access to market leading offshore investment products and structures.
The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals.
Qualifications required:
A BCom degree in a finance related field
A postgraduate Diploma in Financial Planning would be advantageous.
Skills and experience required:
At least 2 years' experience as a Client Wealth Manager, Financial Advisor or Planner
Experience in investment advisory and financial planning.
Estate planning will be advantageous
A proven track record in client management and acquisition
Extremely well presented as this is a client facing role
Job description:
Manage existing clients and build long lasting relationships.
Assess clients' financial needs and risk profiles.
Share knowledge and product expertise with clients.
Be willing to learn about specific offshore investment related products and structures and offer these market leading products to chosen existing and potential clients.
Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
Ensure all work is in line with company compliance standards and regulatory policies/standards.
a friendly and professional approach when dealing with colleagues and other businesses.
We will keep your details on file for future positions.
For more information please contact:
Ursula Bekker
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