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Wealth Manager

2 months ago

Johannesburg, South Africa Network Recruitment Full time

A fast growing organization in the financial services industry is currently recruiting for a Wealth Manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager. The successful candidate will be highly motivated and target driven. Duties: Advise the companys clients on all aspects of offshore financial planning and wealth management Adopt a holistic approach in managing long-term relationships with clients Develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs Maintain an effective client base management system to provide excellence in customer service and quality holistic advice Qualification and Experience CA(SA), BCom Accounting or CFP Investment and wealth management experience Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions will be advantageous If you are interested in this opportunity, please apply directly. For more finance jobs, please visit If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions. For more information, contact: Eshana Sewraj-Ramshat Executive Consultant