Wealth Manager

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

Apply & upload CV now