Financial Planning Strategist
2 weeks ago
About the Role:
Our client, a leading player in the financial services industry, is seeking a Senior Wealth Manager to lead the way in delivering personalized financial strategies for high-net-worth clients. This is a fantastic opportunity for a competitive salary, professional development, and access to industry-leading tools and resources.
Key Responsibilities:
- Provide expert guidance to clients on offshore financial planning and wealth management
- Take a comprehensive 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
Requirements:
- CA(SA), BCom Accounting, or CFP qualification
- Proven experience in investment and wealth management
- Strong knowledge of financial products and ability to communicate comprehensive financial planning strategies
Why Network Recruitment:
We are committed to providing exceptional service and supporting our clients in finding the best talent for their businesses.
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