Wealth Manager

About the position

Wealth Manager (CFP)

Excellent remuneration pacakge on offer

Cape Town-based candidate sought for Wealth Manager role. The successful incumbent would need to have a proven track record at a reputable wealth management business and experience in managing a book of high net worth and ultra-high net worth clients (families and individuals).

Requirements;

• Tertiary qualification - BCom and CFP (required)
• An individual who is networked within Western Cape.
• Business acumen.
• Born entrepreneur looking for an opportunity to grow their business.
• Proven track record in the financial industry.
• Experience consulting with high net worth individuals.

A few of the responsibilities of the position but not limited to:

• To secure new business and assets for the portfolio and wealth management divisions of the business
• To provide comprehensive wealth management solutions to clients
• To build effective client relationships and service
• Consistently achieve new business targets

Please note: only shortlisted candidates will be contacted

Desired Skills:

• CFP
• relevant experience