Wealth Manager

1 week ago

Cape Town, Western Cape, South Africa NEBA Private Clients Full time R600 000 - R1 200 000 per year

Company Description

NEBA Private Clients, a division of TEAM plc, is a part of an esteemed financial group listed on the London Stock Exchange with investors such as Schroders, Marlborough, and Crux. The company embraces a blend of enduring values and innovative financial solutions, aiming to pioneer change in financial services with transparency and exceptional value. NEBA offers a diverse range of services including disruptive wealth management, transparent investment strategies, ethical financial planning, and sustainable retirement solutions for both heritage clients and newcomers. Rooted in a solid PLC foundation and driven by start-up agility, NEBA Private Clients is dedicated to providing clear and trustworthy guidance to achieve clients' financial goals.

Role Description

This is a full-time remote role for a Wealth Manager / Financial Manager. The Wealth Manager / Financial Manager will be responsible for managing client portfolios, developing financial plans, and providing investment strategies. Day-to-day tasks include assessing clients' financial needs, preparing financial reports, managing investments, and advising on insurance solutions. The role demands a proactive approach in maintaining client relationships and providing tailored financial advice.

Qualifications

  • Proficiency in Financial Planning and Finance
  • Experience in Investment Management and Investments
  • Knowledge of Insurance
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and remotely
  • Relevant certifications such as CFP or CFA are a plus
  • Bachelor's degree in Finance, Economics, Business, or related field

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