|Location||Recruitment Agency / Vacancy in Bryanston|
|Salary||R 450 K – 300 K|
|Education||Degree, CFP is a must|
|Experience||2-3 Years’ experience in financial advisory services|
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 firstname.lastname@example.org. 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: finance.jobs(at)staffingprojects.co.za