Wealth Advisory Expert

1 month ago


Johannesburg, Gauteng, South Africa Full Circle Selection Full time

At Full Circle Selection, we are seeking a highly skilled Wealth Manager to join our team. As a key member of our financial services advisory group, you will be responsible for providing expert guidance and support to high-income clients in achieving their financial goals.

About the Role

The successful candidate will have 3-5 years of experience as a Wealth Manager with a proven track record in sales and advisory services for high-net-worth individuals. They will be proficient in formulating proposals for cash management, risk assessment, investment planning, and estate planning, among other areas.

Our ideal candidate will possess a relevant degree in Investment or Economics and hold a Certified Financial Planner (CFP) certification. They will also have strong analytical and communication skills, with the ability to work effectively with clients to understand their financial needs and develop tailored solutions.

Responsibilities

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