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Finance - Asset Management Jobs in SA

Wealth Manager

Job Information
LocationRecruitment Agency / Vacancy in Bryanston
SalaryR 450 K – 300 K
Job TypePermanent
EducationDegree, CFP is a must
Experience2-3 Years’ experience in financial advisory services

Job Description

Wealth Manager:

Location: JHB

Salary: R 450 K – 300 K

Remarkable position open for a Wealth Manager to join a medium sized firm that focuses on investment and wealth planning services for high-net-worth individuals, families, selected institutions and charitable trusts.

To become the ideal candidate you will have to have:

• 2-3 Years’ experience in financial advisory services

• Completed/Studying/Willingness towards a related Degree

• CFP, is a must

Some duties include:

• Telephonic/Digital wealth advisory and support to client base through AlphaSuite

• Advisory services to clients

• Proactively growing the client base

• Co-ordinate new client financial proposals

• Semi-Annual client reviews to ensure advice and client information is still relevant

• Effectively executing administrative requirements of client support

• Ability to recognise opportunities to provide excellent client service.

• To service client needs while providing exceptional levels of advice.

• Implement strategies to build on existing client relationships through engendering of trust.

• Keeping up to date with wealth management professional knowledge

• Building and motivating teams and managing effectively from a distance

Should you meet the requirements for this position, please email your CV to You can also contact Casey on 011 234 686.

Correspondence will only be conducted with short listed candidates. Should you not hear from us within 3 days, please consider your application unsuccessful.

or email us:

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