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  • Posted: Oct 23, 2024
    Deadline: Not specified
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  • Network Recruitment is a leading specialist recruitment agency and your first port of call for permanent and contract Finance jobs, IT jobs as well as Engineering jobs. Established in 1987, Network Recruitment has offered outstanding recruitment solutions to both clients and candidates for 25 years, living up to their credo of "Developing Relationships,...
    Read more about this company

     

    Wealth manager

    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 clients
    • 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

    Qualification and Experience

    • CA(SA), BCom Accounting or CFP
    • Investment and wealth management experience
    • Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutions will be advantageous
       

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to Network Recruitment on www.linkedin.com to apply

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