Private Wealth Manager: Growth & Planning Advisor

Carrick Financial Services; Wes-Kaap; On-site; ZAR 450,000 - 650,000; Full time

Job summary

A leading financial services firm in South Africa seeks a Private Wealth Manager with 4-6 years of experience. This role involves sales, client servicing, and financial planning, requiring strong interpersonal skills and the ability to analyze financial needs. Responsibilities include building client relationships, providing professional financial advice, and staying updated with financial products and market trends. The ideal candidate has a passion for client success and robust financial knowledge.

Qualifications

• 4-6 years of experience in financial services, particularly in wealth management.
• Strong communication and interpersonal skills.
• Ability to understand and analyze financial information.

Responsibilities

• Contact potential clients and set up meetings.
• Build and maintain relationships with key clients and stakeholders.
• Provide unbiased financial advice and analysis.
• Monitor financial market trends.
• Attend product provider meetings for updates.

Skills

Sales skills

Client relationship management

Financial advisory skills

Risk analysis

Job description

A leading financial services firm in South Africa seeks a Private Wealth Manager with 4-6 years of experience. This role involves sales, client servicing, and financial planning, requiring strong interpersonal skills and the ability to analyze financial needs. Responsibilities include building client relationships, providing professional financial advice, and staying updated with financial products and market trends. The ideal candidate has a passion for client success and robust financial knowledge.