Wealth Manager

Capital Assignments; Johannesburg; Presencial; ZAR 600.000 - 1.200.000; Jornada completa

Descripción de la vacante

Capital Assignments is seeking an experienced Wealth Manager in Johannesburg. You will leverage a diverse risk and investments offering to deliver tailored wealth planning strategies for affluent clients.

The role requires a track record in Financial Planning/Wealth Management of 7+ years, with CFP qualification being a bonus and RE 5 advantageous. You will join a boutique firm that values client outcomes.

Formación

• 7+ years of financial planning or wealth management experience.
• CFP is advantageous.
• RE 5 qualification is preferred.

Responsabilidades

• Lead wealth management engagements for affluent clients.
• Deliver tailored wealth planning and investment strategies.
• Collaborate with the team to expand risk and investments offerings.

Conocimientos

Wealth management

Financial planning

Investment advisory

Client relationship management

Educación

RE 5

CFP advantageous

Descripción del empleo

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