Wealth Management Consultant - Cape Town - beBeeInvestment

    beBeeInvestment
    beBeeInvestment Cape Town

    2 weeks ago

    Job title: Wealth Advisor

    Description

    Job Overview

    The Wealth Specialist role plays a pivotal part in our client's team as they strive to provide premium investment support.

    1. Implement the wealth management value proposition across all practices and segments.
    • Manage strategic partnerships with internal divisions to support franchises with the full wealth offering. Drive strategies to increase assets under management/advice for the channel. Execute on Wealth strategic initiatives to drive business growth and identify emerging trends in fintech.


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