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 MarketingClient service - Manage and Grow Existing Client RelationshipsInvestment ManagementStakeholder ManagementQuery ResolutionProduct OversightRisk ManagementEducation 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.