Wealth Manager at Robert Walters

Job Summary/Introduction

A fantastic opportunity has risen for a Wealth Manager who has a huge interest in markets and investments (Offshore investments).

The Wealth Manager is needed at a Financial Advisory Firm and is based in Cape Town.

The ideal candidate will need to have discipline, sound academic ability, excellent communication skills and the ability to work within their own personal and professional networks to build up a portfolio of clients who are confident to invest in the services provided.

Description

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 these clients to deliver suitable, independent, and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives in the offshore markets.

• 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.

Candidate's Profile

Requirements:

• Offshore investment and wealth management experience.

• BCom qualification or similar finance qualification.

• Proven ability to deal with new and existing clients on a fee basis.

• A thorough understanding of wealth management practices and processes and the ability to communicate them clearly and effectively.

• Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.

• Highly motivated, entrepreneurial, and target-driven individuals.