Strategic Financial Director
3 weeks ago
Job Title: Senior Wealth Manager
Job Description:
Network Recruitment is seeking a Senior Wealth Manager to drive personalized financial strategies for high-net-worth clients in the financial services industry.
Duties and Responsibilities:
- Provide expert guidance to clients on offshore financial planning and wealth management.
- Take a comprehensive, holistic approach to building and managing long-term client relationships.
- Achieve business targets while ensuring compliance and addressing client needs.
- Maintain an efficient client management system to deliver exceptional customer service and high-quality financial advice.
Job Experience & Skills Required:
- CA(SA), BCom Accounting, or CFP qualification.
- Proven experience in investment and wealth management.
- Strong knowledge of financial products and the ability to communicate comprehensive financial planning strategies and solutions.
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Senior Financial Director
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Strategic Financial Director
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