WEALTH MANAGER

Recruiter:

HR Genie

Job Ref:

252EW

Date posted:

Monday, July 4, 2022

Location:

Port Elizabeth, South Africa

Salary:

R21k - 22k per month

SUMMARY:
Servicing of existing clients.Support to Wealth Planners

JOB DESCRIPTION:

The Wealth Manager is responsible for:

Servicing of existing clients, including the review and managing of their Portfolios in terms of company policy;
Support to Wealth Planners in terms of generating new business and preparing proposals to new and existing clients
Client Portfolio Reviews

Servicing of Existing Clients

Generating New Business

Leadership & Support to Wealth Team

General Administration

BCom
Post Graduation Diploma in Financial Planning
CFP accreditation would be advantageous
RE Examinations completed

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Private Wealth Manager (Relocation Assisted)
Location: Mauritius
Salary:
Are you a seasoned Private wealth manager with your own high-net-worth portfolio, seeking a fresh opportunity with a boutique firm in Mauritius? This role offers the perfect balance—minimal risk, no micromanagement, and the freedom to self-manage while receiving support and guidance when needed. You'll work in offshore markets, providing an ideal environment to grow your portfolio and secure...
3 days ago

Wealth Manager (Hybrid)
Location: Portelizabeth
Salary: Market Related
Join Our Team as a wealth manager: Shape Financial Futures!
29 days ago

WEALTH MANAGER

Similar jobs you might be interested in:

Create a free job alert for WEALTH MANAGER in Port Elizabeth

Jobseekers

Recruiter

General