Senior Wealth Manager

4 weeks ago


Johannesburg, South Africa Network Recruitment Full time
Our client, who is in the financial services industry is seeking a Senior Wealth Manager to join their dynamic team and take the lead in driving personalized financial strategies for their high-net-worth clients. This is a fantastic opportunity for a competitive salary, opportunities for professional development and career advancement, and access to industry-leading tools and resources.

Duties and Responsibilities
  • Provide expert guidance to clients on all areas of offshore financial planning and wealth management
  • Take a comprehensive, holistic approach to building and managing long-term client relationships
  • Achieve agreed-upon business targets while ensuring compliance and addressing the specific needs of clients
  • Maintain an efficient client management system to deliver exceptional customer service and high-quality, holistic financial advice
Job Experience & Skills Required
  • CA(SA), BCom Accounting, or CFP qualification
  • Proven experience in investment and wealth management
  • Strong knowledge of financial products and the ability to effectively communicate comprehensive financial planning strategies and solutions is a plus
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