A Large Bank based in Durban is currently looking for a Wealth Investment Manager.
The role is to focus on gathering and retaining AUM by providing best advice and thought leadership and excellence to clients within ultra-high net worth and family office segments.
The Wealth Investment Manager is responsible to participate in the formulation and embedment of client engagement strategies over a period of 6 to 18 months and aligned to the broader business plan for Wealth Advisory.
Key Accountabilities : New Business Development and Marketing Client service - Manage and Grow Existing Client Relationships Investment Management Stakeholder Management Query Resolution Product Oversight Risk Management Education and Experience Required : CFA with 3 years minimum experience in a financial services industry;
or CA (SA) 3 years minimum experience in a financial services industry; or CFP / Advanced Post Graduate Diploma Financial Planning Law;
Maters / Bachelors degree or equivalent in a related field (Investments, Finance, Law, Accounting / Tax, Economics, Business Administration);
Ideally should not under supervision for any sub categories under FSB licence of Absa Wealth advisory; Passed FSB regulatory exams;
Where the above qualifications are not met, and where the candidate has a minimum of eight years relevant and related experience within a wealth management business and / or Capital Markets.