Wealth Manager

Capital Assignments; Johannesburg; On-site; ZAR 500 000 - 1 200 000; Full time

Job summary

A boutique wealth management firm in Johannesburg is seeking an experienced Wealth Manager. The ideal candidate has over 7 years of experience in financial planning and wealth management. This role offers the opportunity to succeed with a diverse range of risk and investment offerings.

Qualifications

• 7+ years Financial Planning / Wealth Management experience.

Responsibilities

• Opportunity to succeed with superior and diverse risk and investments offering.

Education

CFP

RE 5

Job description

About Us

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 investments offering.

Desired Experience & Qualification

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