Wealth Management Advisor

7 days ago


Newcastle, KwaZulu-Natal, South Africa The Recruitment Council Full time

We are looking for a talented Wealth Management Advisor to join our team at The Recruitment Council. As a key member of our team, you will be responsible for providing expert advice to clients on their wealth management options.

About the Role:
  • Meet with clients to understand their financial goals and objectives.
  • Analyze clients' financial situations and provide personalized investment recommendations.
  • Develop and implement customized investment strategies to meet clients' needs.
  • Maintain accurate records and reports for clients.
Requirements:
  • Minimum 2 years of experience in wealth management or a related field.
  • CFP designation or equivalent.
  • Strong understanding of financial markets and instruments.
  • Excellent communication and interpersonal skills.
What We Offer:
  • Competitive salary and benefits package.
  • Professional development opportunities.
  • A collaborative and dynamic work environment.


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