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Durban: Wealth Manager posted by Lexdan Select






Date 2024-07-07
Job Title Wealth Manager
Employer Lexdan Select
More Information
Salary 0
Category Insurance And Investments
Location Kwazulu Natal
/ Durban

Job Summary

Functions:

  • Responsibilities include financial planning, investment management, providing finance advice and offering insurance solutions
  • The candidate will work closely with clients to develop personalized wealth strategies and ensure that their financial goals are met
  • Leads will be provided to the Wealth Manager

Requirements:

  • Bachelors degree in Investment, Finance, or equivalent
  • Certifications such as a CFP, or a CFA (in progress, or completed)
  • Having prior offshore investing experience is not a pre-requisite

Wealth Manager position available in Kwazulu-Natal, Durban. This job position was posted by Lexdan Select. The job has been posted as a char8000 ad on 2024-07-07 at 01:08:29 in the Insurance And Investments category

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