Associate Wealth Manager
Capital Assignments CC
- Undisclosed
- Permanent Junior position
-
Johannesburg Region
- Posted 08 May 2024 by Capital Assignments CC
- Expires in 18 days
-
Job 2566251
About the position
Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.
They are looking to bring in a motivated Associate Wealth Manager & support them in building and maintaining a book of future Wealth Members, through delivery of Holistic Financial Planning.
The associate must be able to show abilities in business management and financial planning to be able to grow their business and support their clients and to address various financial and investments needs.
- 2 to 5 years of Financial Planning/Paraplanning experience
- Bachelor's degree
- CFP advantageous
- RE 5
Desired Skills:
- Financial Planning
- Wealth Management
- Business development
- Client Services
Capital Assignments CC
About the agency
Capital Assignments is the South African pioneer of exclusive executive search for the Financial Services Industry. We paved the original way into this niche market since 1995, and we've continued to push boundaries by introducing meticulous methodologies and adding unique value. To this day, Capital Assignments sets the pace when it comes to finding optimum employment solutions in Financial Services, in South Africa, Africa and abroad. To our core offering of executive search and exclusive representation, we add value to clients and candidates through strategic business consultation and supportive coaching services. Our investment in developing and sustaining enriching relationships yields both immediate and long-term benefits for all. Our approach towards our clients and candidates is straightforward – we are invested in fulfilled people doing mutually-beneficial business.
Here, we are pioneers. We are innovators and groundbreakers. We move forward fully equipped to transform businesses and people through globally renowned recruitment practices. Where opportunity meets impact, you’ll find us forging a clear path to success.
Receive a daily digest of all new jobs matching this job. Your information is safe with us and you can cancel any time.
EMAIL ME JOBS LIKE THIS
Email me jobs similar to: Associate Wealth Manager
Receive a daily digest of all new jobs matching this job: Senior IT Auditor. Your information is safe with us and you can cancel at any time.
