Wealth Manager
6 months ago
Hiring: Wealth manager in Rosebank
**Responsibilities**:
- Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's
- Estate planning
- Retirement planning
- Education planning
- Make detailed recommendations taking cognisance of each client's risk profile and financial needs
- Create and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed
**Requirements**:
- CA DEGREE
- CFP / Wealth Management Qualification
- RE5
- 5 Year experience in similar environment
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