Wealth Manager

The role is client-facing and will initially focus on servicing existing clients and then growing a new client base of high net worth individuals.

For the first 12 months this role is salary based, this will be negotiated based on your qualifications/certifications, co mpleted/partially completed supervision and years' experience.

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

A postgraduate Diploma in Financial Planning

Completed CFA or partially completed will be to your advantage.

**Skills and experience required**:
At least 2 years’ experience as a Client Wealth Manager, Financial Advisor or Planner

Experience in investment advisory and financial planning.

Estate planning will be advantageous

A proven track record in client management and acquisition

Extremely well presented as this is a client facing role

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

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 clients.

Propose investment solutions to clients taking cognisance of each client’s risk profile and financial needs.

Executing and implementing 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.
a friendly and professional approach when dealing with colleagues and other businesses.

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