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    Wealth Manager - Johannesburg, South Africa - Curiska

    Curiska
    Curiska Johannesburg, South Africa

    Found in: Executive Placements ZA C2 - 4 days ago

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    Description

    Qualifications required:

    • A degree in a finance related field such as a BCom, BusSc
    • A wealth management or investment management qualification recognized by the FSCA
    • A postgraduate Diploma in Financial Planning, Economics or Investment Management or CFA qualification would be advantageous

    Skills and experience required:

    • At least 2 years' experience as a Client Wealth Manager, Financial Advisor or Planner
    • Experience in investment advisory and financial planning. Estate planning will be advantageous
    • A proven track record in client management and acquisition

    Job description:

    • Manage the existing clients and build long lasting relationships.
    • Introduce additional clients to the business with a focus mainly on the high-net-worth individuals.
    • Assess clients' financial needs and risk profiles.
    • Share knowledge and product expertise with clients.
    • Be willing to learn about specific offshore investment related products and structures and offer these market leading products to chosen existing and potential clients.
    • Propose investment solutions to clients taking cognisance of each client's risk profile and financial needs.
    • Executing and implementing an ongoing client service plan to ensure client portfolios are regularly monitored and relevant modification timeously executed.
    • Display a professional and service orientated approach to clients.
    • Ensure all work is in line with company compliance standards and regulatory policies/standards.
    • Apply a friendly and professional approach when dealing with colleagues and other businesses.
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