Wealth Manager

SUMMARY:
Join one of the leading independent Wealth Managers in an advisory role.

POSITION INFO:

Join one of the leading independent Wealth Managers in an advisory role.

Responsibilities:

• Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's
• Estate planning
• Retirement planning
• Education planning
• Make detailed recommendations taking cognisance of each client's risk profile and financial needs
• Create and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed

Requirements:

• CFP / Wealth Management Qualification
• RE5
• 5 Year experience in similar environment

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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