Junior Wealth Manager

Recruiter:

SHE Recruits

Job Ref:

CPT000462/BS

Date posted:

Monday, October 31, 2022

Location:

Somerset West, South Africa

SUMMARY:
Our client, a boutique financial services firm, is looking for a Junior Wealth Manager to join their Somerset West team.
This firm offers local and international tailored share portfolios through access to market leading offshore investment products and structures.
The is a client-facing role and will offer hybrid working.

JOB DESCRIPTION:

Qualifications required:

A degree in a finance related field such as a BCom, BSc
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
Extremely well presented as this is a client facing role

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.

Suitable CV’s may be sent to , visit

Similar jobs you might be interested in:

Junior Bookkeeper
Location: Century City
Salary: Market related
Join my client in the wealth industry as a junior Bookkeeper. Are you looking for new opportunities
50 days ago

Advisory Partner
Location: Capetown
Salary: Market Related
Become an Advisory Partner – Shape Financial Futures and Drive wealth Innovation!
25 days ago

Junior Financial Advisor
Location: Capetown
Salary: Market Related
Launch Your Career as a junior Financial Advisor: Shape Futures and Build wealth!
24 days ago

Advisory Partner
Location: Capetown
Salary: Market Related
Unlock Your Potential: Exciting Opportunity for an Advisory Partner in wealth Management!
24 days ago

3D Interior Visualization Specialist
Location: Cape Town
Salary:
2 days ago

Portfolio Administrator
Location: Cape Town
Salary: 25000 Monthly
Our client, a wealth Management company, is seeking a Portfolio Administrator to join their team. The purpose of the role will be to provide administrative support to the Asset Management team, to ensure accurate and timely processing of all related requests.
11 days ago

3D Exterior Visualization Specialist
Location: Cape Town
Salary:
12 days ago

Wealth Manager Assistant
Location: Rondebosch
Salary: Market related
A client-centric investment management team sees a wealth manager Assistant to join their team. Love
26 days ago

SENIOR PARAPLANNER
Location: Cape Town
Salary: Market related
SENIOR PARAPLANNER - Century City, Cape Town, Western Cape R400 - R500K Gross Per Annum Negotiabl
43 days ago

Wealth Analyst
Location: Stellenbosch, Western Cape
Salary: Market Related
wealth Analyst: Shaping Financial Futures with Insightful Strategies
25 days ago

Junior Wealth Manager

Similar jobs you might be interested in:

Create a free job alert for Junior Wealth Manager in Somerset West

Jobseekers

Recruiter

General