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Johannesburg North: Wealth Manager posted by Network Finance

Date 2024-10-23
Job Title Wealth Manager
Employer Network Finance
More Information
Salary 300000
Category Legal
Location Gauteng
/ Johannesburg North

Job Summary

A fast growing organization in the financial services industry is currently recruiting for a wealth manager to join their team of professionals. This is a fantastic opportunity to be trained up in a highly rewarding career that will give you absolute lifestyle freedom as a Wealth Manager.   The successful candidate will be highly motivated and target driven.
 

Duties:

  • Advise the company’s clients on all aspects of offshore financial planning and wealth management
  • Adopt a holistic approach in managing long – term relationships with clients
  • Develop and deliver the agreed business targets whilst remaining compliant and meeting clients’ needs
  • Maintain an effective client base management system to provide excellence in customer service and quality holistic advice

 
Qualification and Experience

  • CA(SA), BCom Accounting or CFP
  • Investment and wealth management experience
  • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions will be advantageous

 
If you are interested in this opportunity, please apply directly.  For more finance jobs, please visit  Network Finance
Wealth Manager position available in Gauteng, Johannesburg North. This job position was posted by Network Finance. The job has been posted as a char8000 ad on 2024-10-23 at 01:12:24 in the Legal category

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