Wealth Management Professional
3 weeks ago
The Recruitment Council is seeking a highly skilled and experienced Wealth Management Expert to join our team. As a key member of our team, you will be responsible for providing expert advice and guidance on wealth management strategies and solutions.
Key Responsibilities:
- Provide guidance on retirement planning, estate planning, tax optimization, and comprehensive financial planning.
- Continuously monitor wealth management portfolios and financial plans, adjusting for evolving investment outcomes and regulatory changes.
- Educate financial advisers on investment strategies, market trends, and financial planning concepts, maintaining regular communication.
Requirements:
- Degree in investments or a qualification related to financial planning (minimum 120 credits NQF6).
- Certified Financial Planner (preferred).
- 5-8 years in financial services, particularly in asset wealth management.
- Hold both RE1 and RE5.
Salary Range: $120,000 - $180,000 per annum.
This is an excellent opportunity for a seasoned professional to take on a critical role and drive success in our wealth management division. If you are a knowledgeable and results-driven individual with a passion for financial services, we encourage you to apply.
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