Wealth Manager | Kwa-Zulu Natal

The Recruitment Council; KwaZulu-Natal; On-site; ZAR 200,000 - 300,000; Full time

Job summary

An exciting opportunity awaits a seasoned Wealth Manager eager to shape financial destinies at a prestigious bank. This role requires a blend of advanced financial qualifications and significant investment management experience, both locally and offshore. The ideal candidate will possess a strong background in financial planning, compliance with FAIS mandates, and a passion for guiding clients through their financial journeys. Join a dynamic team dedicated to excellence in wealth management and make a meaningful impact on clients' financial futures.

Qualifications

• 5 to 10 years of local and offshore investment management experience.
• FAIS experience is essential for the preferred candidate.

Skills

Financial Planning

Investment Management

FAIS Compliance

Education

Honours or Post Graduate Diploma in Financial Planning

CFP

BCom Law Degree

CAIA

CA(SA)

CFA

MBA

Job description

Are you a seasoned Wealth Manager with a passion for shaping financial destinies? An exciting opportunity awaits you with a prestigious Bank. Our client has been engaging with experienced Wealth Managers regarding the possibility of joining their business.

Qualifications and Experience:

1. Honours or Post Graduate Diploma in Financial Planning, CFP or BCom Law Degree.
2. Advanced Post-Graduate Diploma in Financial Planning, CAIA, CA(SA), CFA, MBA, and fiduciary experience.
3. 5 to 10 years’ local and offshore investment management experience.
4. FAIS experience: The preferred candidate must be signed-off on Category 1 FAIS mandates. Sign-off on Category 2 FAIS mandates would be advantageous.