Wealth Manager
1 month ago
**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
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