Senior Wealth Manager

Recruiter:

The Recruitment Council

Job Ref:

Senior Wealth Manage..

Date posted:

Tuesday, May 3, 2022

Location:

Johannesburg, South Africa

Salary:

R800 000

JOB SUMMARY:
Senior Wealth Manager

JOB DESCRIPTION:

SENIOR WEALTH MANAGER

SALARY : R700 000 - R1 200 000 Per Annum

The purpose of this role is to To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments

Experience:

3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.

Preferably willing to work in a complex environment with multiplayers. FAIS Accreditation Required

Knowledge Required:

Full understanding of money management principles
Sound working knowledge of required business-related systems
Sound working knowledge of Banking and Financial Services Regulatory requirements
Knowledge on wealth management creation and accumulation
Wealth protection/risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound knowledge of the Bank''''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''''s and the shareholders’ interests always

Qualifications:

Relevant Degree in Investment or Economics. Certified Financial Planner

RE5

FAIS Accreditation Required

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

JNR SUPPORT CONSULTANT (ADMINISTRATIVE ASSISTANT)
Location: Centurion
Salary: Market related
Hands-on assistance to wealth specialists, support consultants, and clients.
7 days ago

SNR SUPPORT CONSULTANT (ADMINISTRATIVE ASSISTANT)
Location: Centurion
Salary: Market related
Hands-on assistance to wealth specialists, support consultants, and clients.
7 days ago

SNR SUPPORT CONSULTANT (ADMINISTRATIVE ASSISTANT)
Location: Centurion
Salary: Market related
Hands-on assistance to wealth specialists, support consultants, and clients.
14 days ago

JNR SUPPORT CONSULTANT (ADMINISTRATIVE ASSISTANT)
Location: Centurion
Salary: Market related
Hands-on assistance to wealth specialists, support consultants, and clients.
14 days ago

Business Development Associate
Location: Centurion
Salary: Hourly
New job opportunity for a skilled Business Development Associate - Property - Purpose of the role: Identifying, pursuing, and supporting new business opportunities. Below are the core expectations:
23 days ago

Senior IT Manager - Mandarin Speaking
Location: Johannesburg
Salary: Datafin1
senior IT manager - Mandarin Speaking
59 days ago

Senior Data Quality Analyst – Global Markets – Johannesburg – up to R550 per hour
Location: Pretoria
Salary: 1056000
senior Data Quality Analyst – Global Markets – Johannesburg – up to R550 per hour
24 days ago

Junior Financial Advisor | Bedfordview
Location: Bedfordview, Gauteng
Salary: Market Related
Junior Financial Advisor | Bedfordview
79 days ago

SENIOR C# SOFTWARE DEVELOPER (MIDRAND (WATERFALL) @ R1M P/A
Location: Johannesburg
Salary: 1000000
senior C# SOFTWARE DEVELOPER (MIDRAND (WATERFALL) @ R1M P/A
84 days ago

International Wealth Investments Manager
Location: Johannesburg
Salary:
A well-established financial services group is seeking a Regional manager to drive the growth and positioning of their International wealth Investment proposition within the local market. This role offers the opportunity to work closely with advisors and business consultants to support and grow international investment capabilities across various distribution channels.
2 days ago

Senior Wealth Manager

Similar jobs you might be interested in:

Create a free job alert for Senior Wealth Manager in Johannesburg