Your 3 5 years of Ultra-High Wealth Management experience coupled with your relevant qualifications (B Com / CFA / CA(SA) / CFP / Advanced Post Graduate Diploma in Financial Planning) will set you in good stead to succeed in this role.
The role will focus on gathering and retaining AUM by providing the best advice and thought leadership to clients within the ultra-high net worth and family office segments.
This is to be achieved by taking account of an individuals unique risk and return objectives and providing investment advice anchored on their investment philosophy.
The Wealth Manager will display strategic thought leadership, based on analysis of current trends and market environments, contributing both at a regional as well as a national level whilst adhering to risk management processes and policies.
Furthermore, they would look to identify new products for development whilst ensuring ongoing collaboration with other business units within the organisation.