Wealth Management Specialist - Johannesburg - Warwick Wealth

    Warwick Wealth
    Warwick Wealth Johannesburg

    4 days ago

    Default job background
    Description

    DESCRIPTION:

    Wealth Management Specialist

    The Wealth Management Specialist will be responsible for financial planning and managing investments for clients on a day-to-day basis.

    Key Responsibilities:

    • Financial Planning: Develop and implement comprehensive financial plans tailored to individual client needs.
    • Investment Management: Manage investment portfolios to achieve client objectives and risk tolerance.
    • Ongoing Service: Provide exceptional service to existing clients, ensuring their financial goals are met and exceeded.

    Requirements:

    • Financial Planning and Investment Management skills.
    • Strong knowledge of Investments and Finance.
    • Experience in Insurance and Wealth Management.
    • Excellent analytical and problem-solving skills.
    • Professional certifications (e.g., CFP, CFA) are a plus.
    • Bachelor's degree in Finance, Economics, or related field.
    • 10 years experience in a similar position.

    Seniority Level

    Mid-Senior level

    Employment Type

    Full-time

    Job Function

    Finance and Sales

    Industries

    Investment Management

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