Wealth Manager - Bellville, South Africa - Your HR Outsourced

Your HR Outsourced
Your HR Outsourced
Verified Company
Bellville, South Africa

1 month ago

Thabo Mthembu

Posted by:

Thabo Mthembu

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Description
Wealth Manager

Our client is looking for a Wealth Manager to assist the financial advisors.


Responsibilities

  • Maintain relationship with clients and prepare their annual reviews
  • Assist clients with advice when needed
  • Propose portfolio amendments when needed
  • Review clients investments annually and when needed
  • Staying informed with industry development
  • Present solutions that meets clients goals
  • Stay current with industry product development and legislation changes

Requitements

  • Good understanding of financial services and products
  • Good understanding in financial planning and tax environment (Investment, Retirement and Estate Planning)

Qualifications

  • Bachelor's degree
  • Certified Financial Planner (CFP)
  • Regulatory Examination (RE5)
Years Experience in Wealth Management / Paraplanning

Application Deadline: 2023/05/14

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