Wealth Manager

2 weeks ago


Durban North, South Africa CA Financial Appointments Full time

Join one of the leading independent Wealth Managers in an advisory role.

**Responsibilities**:

- Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's
- Estate planning
- Retirement planning
- Education planning
- Make detailed recommendations taking cognisance of each client's risk profile and financial needs
- Create and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed

**Requirements**:

- CFP / Wealth Management Qualification
- RE5
- 5 Year experience in similar environment



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