Wealth Manager Cape Town

Capital Assignments; Cape Town; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A boutique wealth management company seeks an experienced Wealth Manager to provide affluent clients with innovative wealth planning strategies. The role requires over 7 years of experience in Financial Planning or Wealth Management, alongside certifications such as CFP and RE 5, to effectively support clients' investment decisions.

Qualifications

• 7+ years of experience in Financial Planning or Wealth Management.

Responsibilities

• Provide wealth planning strategies for affluent clients.
• Leverage diverse risk and investment offerings to enhance client success.

Skills

Financial Planning

Wealth Management

Education

CFP

RE 5

Job description

Wealth Manager Position

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 & Qualification

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