Wealth Manager - Johannesburg, South Africa - CA Financial Appointments
Description
Join one of the leading independent Wealth Managers in an advisory role.Responsibilities:
- Conducting a detailed financial analysis to determine opportunity for clients for onshore and offshore personal wealth portfolio's
- Estate planning
- Retirement planning
- Education planning
- Make detailed recommendations taking cognisance of each client's risk profile and financial needs
- Create and implement ongoing service plans to ensure client portfolio's are monitored and relevant modification is timeously executed
Requirements:
- CFP / Wealth Management Qualification
- RE 5 Year experience in similar environment
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