A boutique firm in the Southern Suburbs is looking for an experienced Wealth Manager to join their team.
The ideal candidate will meet the following requirements:
- An individual who is networked within Western Cape.
- Business acumen.
- Born entrepreneur looking an opportunity to grow their business.
- Tertiary qualification – Bcom and CFP.
- Proven track record in the financial industry.
- Consulting with high net worth individuals.
- Has an existing portfolio of clients.
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
The compensation package is negotiable and is commensurate with experience