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:

Sales Manager (Hospitality)
Location: Ballito
Salary:
Our client is looking for a driven and experienced Sales manager to join their team at their luxurious 5-star game lodge. The ideal candidate will bring a wealth of experience in sales within the hospitality and tourism industry, with a strong focus on building relationships, driving business growth, and achieving targets.
8 days ago

Business Development Manager – On Trade
Location: Durban
Salary: 23K (plus company cell phone and fuel card)
An exciting position exists in the Sales department - Business Development manager – On Trade at our client in durban.
2 days ago

Advisor Client Liaison
Location: Durban
Salary: 40000 Monthly
Our client, an independent, active global asset manager, is seeking an Advisor Client Liaison to join their team in durban.Their team is responsible for the servicing of the Financial Advisor Offices with any matter relating to their products, processes, transactions, web services as well as general queries regarding their client’s investments.
3 days ago

Automotive Production Manager
Location: Durban
Salary: R850 000 p.a negotiable
Automotive Production manager (durban)
4 days ago

Business Manager
Location: Durban
Salary:
A durban based manufacturer is seeking an experienced and results-driven Business manager to drive sales performance, manage customer relationships, and identify market opportunities within assigned regions, product categories, and market segments. This role is a strategic leadership position requiring expertise in sales, marketing and financial management.
5 days ago

Site Supervisor
Location: Durban
Salary: 12 000 Monthly
Our client a Pharmaceutical Wholesaler, Supply Chain and Distribution requires a Dynamic Site Supervisor.
7 days ago

Restaurant Manager
Location: Durban
Salary:
A renowned luxury restaurant in durban is seeking an experienced and service-driven Restaurant manager to lead and inspire their front-of-house team. The ideal candidate will have a strong background in upmarket dining, a passion for hospitality, and a keen eye for detail. This is a hands-on role focused on delivering a seamless, high-end dining experience.
8 days ago

Financial Manager
Location: Durban
Salary: 800000 Annually
Looking for a spark in your finance career? Join us and help power the future of wholesale!
8 days ago

TMO 15200 - Cost and Management Accountant
Location: Durban
Salary: Market Related
Cost and Management Accountant
8 days ago

Sales Secretary (PA) (FMCG / Supply-Chain Depot)
Location: Pinetown, Kwazulu-natal
Salary: Salary: Basic R15 000 – R20 000.00 kpm
An exciting opportunity exists for a permanent SALES SECRETARY (PA) based in Westmead.
10 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