Wealth Manager

7 days ago


Cape Town, Western Cape, South Africa PPS Recruitment Full time
Role Overview

The Wealth Advisory team is seeking a skilled Wealth Manager to build and maintain a book of high-net-worth clients. The ideal candidate will have a strong understanding of risk management and be able to create customized wealth plans to nurture prosperity and security for clients throughout their financial life journey.

Key Responsibilities
  • Develop and implement customized wealth plans to meet clients' unique needs and goals
  • Build and maintain strong relationships with clients, family, and business partners
  • Identify and pursue new business opportunities to grow the client base
  • Collaborate with the Wealth Advisory team to achieve business objectives
Requirements

To be successful in this role, you will need:

  • Proven experience in wealth management and risk management
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • High level of integrity and professionalism
What We Offer

As a Wealth Manager at PPS Recruitment, you will have the opportunity to work with a dynamic team and build a successful career in wealth management. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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