Wealth Strategist
2 weeks ago
Role Overview
We are seeking a highly motivated and target driven Wealth Strategist to join our team of professionals at Network Recruitment. The successful candidate will be responsible for advising clients on all aspects of offshore financial planning and wealth management.
Key Responsibilities
- Adopt a holistic approach in managing long-term relationships with clients
- Develop and deliver the agreed business targets whilst remaining compliant and meeting clients' needs
- Maintain an effective client base management system to provide excellence in customer service and quality holistic advice
Requirements
- CA(SA), BCom Accounting or CFP Investment and wealth management experience
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions
About Us
Network Recruitment is a fast growing organization in the financial services industry. We are committed to providing our clients with the highest level of service and expertise.
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