About the position
Wealth Manager Are you ready to unleash your financial prowess? It's time to stop being a salesperson and time to thrive as a Wealth Manager. Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Bellville, Cape Town
Market-related
Are you a dynamic professional with experience in the wealth management/financial planning world? Do you possess advanced analytical skills, coupled with a passion for financial planning and a client-centric approach? If you're a proactive decision-maker with a continuous improvement mindset, we want to hear from you!
You will play a pivotal role in managing client relationships and ensuring client portfolios align with their goals. Your responsibilities include preparing annual reviews, offering tailored financial advice, and recommending strategic portfolio adjustments. Collaborate with colleagues and clients to stay ahead of industry product developments and legislative changes. Your curiosity for financial planning, combined with advanced communication skills, will make you an integral part of the team.
You'll be joining a prominent financial services organization with a rich history of empowering clients toward financial success. With a commitment to continuous improvement and learning, our client fosters a collaborative environment both within and outside the organization. Learn and grow in a company that values innovation, teamwork, and client orientation. You'll be based in beautiful offices in Tygervalley, Cape Town.
To be considered for this opportunity you need to have a completed finance/investment degree with intentions of becoming a CFP as well as 2 years + experience in Wealth Management/Paraplanning where you have also honed your technical skills in Microsoft Office, particularly advanced Excel, and have a keen understanding of financial services and products. Your analytical thinking, coupled with a proactive approach to decision-making, sets you apart. Your passion for financial planning, coupled with advanced communication skills, will make you a valuable asset to our team. You also need to be fluent in English and Xhosa.
In addition to a competitive salary (not commission based), you'll enjoy the benefits of working with an industry leader committed to your professional growth. Our client offers a dynamic work culture, opportunities for continuous learning, and a chance to make a real impact in the financial services sector.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Wealth Management
Desired Work Experience:
- 2 to 5 years
Desired Qualification Level:
- Degree
