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Wealth Manager

4 weeks ago

Pretoria, South Africa She Recruits Full time

**Qualifications required**:
Minimum BCom degree in a finance related field

RE5 and Class of Business for investments completed

Supervision complete (non negotiable)

**Skills and experience required**:
Confident and extremely well presented as this is a client facing role

At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner

Experience in investment advisory /asset management and financial planning

Estate planning will be advantageous

A proven track record in client management and acquisition

Fluent in both English and Afrikaans.

**Job description**:
Investment management and wealth management advisory

Manage existing clients assets

Onboard new clients to the firm

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 new clients

Propose investment solutions to clients that are tailored to the client’s risk profile and financial needs

Maintain an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed

Display a professional and service orientated approach to clients

Ensure all work is in line with company compliance standards and regulatory policies/standards.

We will keep your details on file for future positions. For more information please contact: Briony Simon