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Wealth Manager

2 months ago

Bellville, South Africa Your HR Outsourced Full time

Wealth Manager

Our client is looking for a Wealth Manager to assist the financial advisors.

**Responsibilities**
- Maintain relationship with clients and prepare their annual reviews
- Assist clients with advice when needed
- Propose portfolio amendments when needed
- Review clients investments annually and when needed
- Staying informed with industry development
- Present solutions that meets clients goals
- Stay current with industry product development and legislation changes

**Requitements**
- Good understanding of financial services and products
- Good understanding in financial planning and tax environment (Investment, Retirement and Estate Planning)

**Qualifications**
- Bachelor’s degree
- Certified Financial Planner (CFP)
- Regulatory Examination (RE5)
- 3 - 5 Years Experience in Wealth Management / Paraplanning

Application Deadline: 2023/05/14

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