Wealth Manager

Johannesburg Permanent
  • Wealth Management
  • Financial Advisory, Offshore Investments

À propos de notre client

Our client is an established financial advisory firm, with a key focus on offshore financial advice.

Description du poste

The role of the Wealth Manager entails, but is not limited to the following:

  • Advise clients holistically on offshore financial planning and wealth management
  • Establish sustainable relationships with clients to ensure continuous financial planning and wealth solutions in line with their short and long-term objectives
  • Achieve business targets whilst remaining compliant
  • Maintain CRM to deliver exceptional client service, and quality holistic advice

Profil recherché

The ideal candidate for the Wealth Manager should possess the following:

  • A completed BComm or similar qualification
  • Offshore investment and wealth management experience would be highly advantageous
  • A proven ability to deal with clients on a fee basis
  • Product understanding of vast financial planning solutions and strategies
  • Entrepreneurial and outcome driven

Informations complémentaires

Commission Based Remuneration Structure

Nadine Veeren
Indiquer la référence de l'offre
+27 11 303 8300

Résumé du poste

Type de contrat
Nom du consultant
Nadine Veeren
Contact du consultant
+27 11 303 8300
Référence de l´offre