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Junior Wealth Manager

4 months ago

Somerset West, South Africa She Recruits Full time

BCom / BBusSc or similar finance / wealth / investment management related qualification.

Completed post graduate diploma or CFA/CFP qualification will be given preference.

RE1 / RE5 is beneficial.

**Skills and experience required**:
At least 2 - 3 years’ experience as a client wealth manager / financial advisor / planner / similar.

Experience in investment advisory and financial planning.

Estate planning is advantageous.

Sound financial acumen and customer service excellence.

Willingness to learn about specific offshore investment related products and structures.

**Job description**:
Manage the existing clients and build long lasting relationships.

Introduce additional clients to the business.

Assess clients’ financial needs and risk profiles.

Share knowledge and product expertise with clients.

Provide these market leading products to chosen existing and potential clients.

Display a professional and service orientated approach to clients.

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

Visit our website to see other opportunities.