Wealth Manager

Capital Assignments; Cape Town; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Capital Assignments, on behalf of a boutique wealth management client, is seeking an experienced Wealth Manager to join their team and succeed with a superior range of risk and investment offerings.

The role requires 7+ years in Financial Planning/Wealth Management, with RE 5 as a must. CFP advantageous. The opportunity to grow with affluent clients awaits in a trusted advisory environment.

Qualifications

• 7+ years Financial Planning/Wealth Management experience.
• CFP advantageous.
• RE 5

Responsibilities

• They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed with their superior and diverse risk and investment offerings.

Skills

7+ years Financial Planning/Wealth Mgm

CFP advantageous

Education

RE 5

Job description

Our Client

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

Duties & Responsibilities

They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed with their superior and diverse risk and investment offerings.

Desired Experience & Qualifications

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5