Financial Planning Specialist

5 days ago


Johannesburg, Gauteng, South Africa AlphaWealth Full time

AlphaWealth is a leading independent wealth management firm that provides tailored investment and wealth planning solutions to high-net-worth individuals, families, and select institutions. The company operates in major financial centers worldwide, including Johannesburg, London, and Geneva.

This role involves developing and implementing customized wealth management strategies for clients. The successful candidate will be responsible for analyzing investment opportunities, ensuring financial goals are met, and providing expert advice on financial planning and investment management.

To excel in this position, you should possess excellent analytical and problem-solving skills, strong communication abilities, and experience in managing investments, finance, and insurance. A degree in Finance, Economics, or a related field is required, with certifications like CFP or CFA being highly desirable.

Job Requirements
  • Develop and implement comprehensive wealth management strategies for high-net-worth clients
  • Analyze investment opportunities and ensure financial goals are met
  • Provide expert advice on financial planning and investment management


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