Wealth Manager

Description

• Requires a strong generalist skill of assessing client’s needs and providing wealth solutions. This requires detailed financial planning, understanding of tax and investment/risk solutions. The aim is to build a book of assets under management and to retain these client relationships. Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients. Be able to work in a team (practice) environment where a performance culture is maintained

Duties

• Requires a strong generalist skill of assessing client's needs and providing wealth solutions
• This requires detailed financial planning, understanding in tax and investment/risk solutions
• The aim is to build a book of assets under management and to maintain these client relationships
• Be able to identify cross-selling opportunities where other banking and lending products can be offered to clients
• Be able to work in a team (practice) environment where a performance culture is maintained

Requisites

• Relevant B-Degree, BCom Honours / CA / BCom Law / LLB & CP or Higher Diploma in Tax will be advantage
• Certified Financial Planner CFP or Advanced Diploma in Financial Planning – preferable
• Experience within Private Client asset management or equivalent financial services industry – essential, or
• Ideally 3-5 years relevant experience

Notes

• Only shortlisted applicants will be contacted