Wealth Manager
Recruitment Support
Pretoria East
5d ago
source : JustTheJob.co.za

Wealth Manager - Pretoria East Introduction Reference : NWC008763-ESR-1 Opportunity for a Wealth manager Description A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals.

This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager.

  • The successful candidate will be highly motivated and target driven. Duties : Advise the company’s clients on all aspects of offshore financial planning and wealth management Adopt a holistic approach in managing long –
  • term relationships with clients Develop and deliver the agreed business targets whilst remaining compliant and meeting clients’
  • needs Maintain an effective client base management system to provide excellence in customer service and quality holistic advice Qualification and Experience BCom Accounting or CFP Investment and wealth management experience Technical / product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions will be advantageous

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