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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
ReferenceCR150526ms
Emailfinance.jobs(at)staffingprojects.co.za
Fax0865728847

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 finance.jobs@staffingprojects.co.za. 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.



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