Private Wealth Manager

Carrick Athena; Cape Town; On-site; ZAR 900,000 - 1,500,000; Full time

Job summary

Carrick Athena seeks an experienced Private Wealth Manager with offshore investment expertise to guide high-net-worth clients in international wealth investments.

This relationship-led advisory role focuses on offshore investment and international wealth planning, developing new client relationships and helping clients structure and manage wealth internationally and locally.

Qualifications

• Minimum of five years experience in the financial services industry.
• Three years of wealth management experience.
• Industry related qualification required.

Responsibilities

• Advise high-net-worth clients on offshore and local investments and international wealth structuring.
• Develop strategies for retirement, estate, tax planning, insurance and education planning to meet client needs.
• Build and manage relationships with clients, understanding their wealth, assets, income and international exposure.

Job description

We are looking for an experienced Private Wealth Manager with strong offshore investment expertise to guide and assist high-net-worth clients with their international wealth investments.

This is a relationship-led advisory role with a significant focus on offshore investment and international wealth planning. You will be responsible for developing new high-net-worth client relationships and helping them make considered decisions about how their wealth is structured, invested and managed internationally and locally.

You will work closely with clients to understand the full picture of their wealth - their assets, income, family circumstances, future plans and international exposure - before developing strategies appropriate to their individual needs and profile.

Your advice will span offshore and local investments, international wealth structuring, retirement planning, estate planning, tax planning, insurance and education planning, with offshore considerations forming an integral part of the advice process rather than being treated as a separate investment decision.

WHAT WE ARE LOOKING FOR:

We are looking for an established wealth professional who is accustomed to managing client wealth preferably in the offshore and international wealth space.

In addition to having a minimum of five years experience in the financial services industry and three years of wealth management experience, a industry related qualification id required.