Wealth Manager | Durban

Recruiter:

The Recruitment Council

Job Ref:

Wealth Manager | Dur..

Date posted:

Monday, December 19, 2022

Location:

Durban, South Africa

Salary:

Yearly Salary

SUMMARY:
Wealth Manager | Durban

JOB DESCRIPTION:

Purpose

To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments

Required

Relevant Degree in Investment or Economics. Certified Financial Planner
RE5
FAIS Accreditation Required

3 to 5 years experience in a similar environment, of which 1 to 2 years ideally at junior entry management level

Experience in providing tailored wealth management solutions with extensive knowledge in Fiduciary and Estate Planning.
Preferably willing to work in a complex environment with multiplayers. FAIS Accreditation Required

Responsibilities

Full understanding of money management principles
Sound working knowledge of required business-related systems
Sound working knowledge of Banking and Financial Services Regulatory requirements
Knowledge on wealth management creation and accumulation
Wealth protection/risk knowledge
Excellent project management skills and able to plan and organize work independently
Proven track record in servicing a portfolio of clients and in acquisition of new relationships
Excellent knowledge of global financial markets and current affairs
Ability to match client needs with appropriate product solutions
Sound knowledge of the Bank''s risk and other mandates to ensure exercising good commercial judgment while representing the Bank''s and the shareholders’ interests always

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

Similar jobs you might be interested in:

Wealth Manager - Durban
Location: Durban
Salary:
5 days ago

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

Junior Construction Manager
Location: Durban
Salary:
Junior Construction manager (Contract) ((SACPCMP registration and min National Diploma (any discipline)) required for our petro-chemical Client based in durban. The main purpose of the role will be to manage all site construction activities and supervise all field personnel as required to successfully complete projects on schedule and within budget.
Today

Compliance Manager
Location: Durban
Salary: 650000 Annually
Master of the Details. Captain of Compliance. An international outsourcing giant based in durban North is on the hunt for a Compliance and Audit manager who lives and breathes ISO standards. Join my client and help them keep their operations world-class and worry-free!
1 day ago

Health and Safety Manager
Location: Durban
Salary: R45 000
We are seeking a Health & Safety manager in the durban Area.
3 days ago

Aesthetic-Spa Therapist
Location: Durban
Salary:
3 days ago

Branch Sales Manager
Location: Durban
Salary: 12000
Our client is looking for a Branch Sales manager in durban to join their team
4 days ago

SHEQ Manager
Location: Durban
Salary: 30000 Monthly
Leading international corrosion protection contractor and coatings manufacturer, has a permanent vacancy for a SHEQ manager to be based at their durban offices.Please do not apply for this position if you do not have a current NACE Level 2 qualification and CORROSION PROTECTION experience.
4 days ago

General Manager
Location: Durban
Salary: Market Related
Meondo Holdings is seeking highly experienced General manager to join their expanding team in durban.
4 days ago

Cost and Management Accountant
Location: Durban
Salary:
4 days ago

Wealth Manager | Durban

Similar jobs you might be interested in:

Create a free job alert for Wealth Manager | Durban in Durban

Jobseekers

Recruiter

General