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Investment Management Consultant

1 week ago

Johannesburg, Gauteng, South Africa AlphaWealth Full time

As a Wealth Creation Professional at AlphaWealth, you will play a key role in helping high-net-worth individuals achieve their financial objectives. With a focus on quality relationships and tailored solutions, our team delivers exceptional results in the wealth management space.

The ideal candidate will have a strong background in financial planning and investment management, with experience in managing investments, finance, and insurance. Excellent communication and interpersonal skills are essential, as well as a Bachelor's degree in Finance, Economics, or a related field. Certifications like CFP or CFA are also highly valued.

Key Responsibilities:

  • Develop and execute personalized wealth creation plans for clients
  • Conduct thorough analysis of investment opportunities and recommend suitable solutions
  • Build and maintain strong relationships with clients to deliver exceptional service