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Wealth Management Specialist

2 weeks ago

Cape Town, Western Cape, South Africa Rmbwestport Full time
Job Description

The Wealth Management Specialist will be responsible for providing analysis, research, and sales and service fulfilment to manage a portfolio of private wealth clients. The successful candidate will assist in proactively managing a portfolio of private wealth clients with a team of private bankers.

Main Duties
  • Contribute to a culture of service excellence through positive relationships and feedback.
  • Understand and market all financial services solutions within the relevant business offering.
  • Assist with profit growth for the business.
Essential Skills and Qualifications
  • Minimum qualification: RE5 Certificate with a Degree NQF7 level in Finance or Accounting.
  • Experience: 2 to 3 years' experience in a Sales/Service area of a financial environment.
  • A person must not be unrehabilitated insolvent.