Wealth Manager | Western Cape

The Recruitment Council; Wes-Kaap; On-site; ZAR 600 000 - 1 000 000; Full time

Job summary

An exciting opportunity awaits for a seasoned Wealth Manager to join a prestigious Bank. This role offers the chance to shape financial destinies and engage with clients to provide tailored investment solutions. With a focus on local and offshore investment management, the ideal candidate will bring a wealth of experience and a strong educational background in financial planning. If you are passionate about finance and ready to make a significant impact in a dynamic environment, this is the perfect opportunity for you to advance your career.

Qualifications

• 5 to 10 years of local and offshore investment management experience.
• FAIS experience with Category 1 mandates is required.

Responsibilities

• Shape financial destinies as a Wealth Manager in a prestigious Bank.
• Engage with clients to provide tailored investment solutions.

Skills

Wealth Management

Investment Management

Financial Planning

FAIS Compliance

Education

Honours or Post Graduate Diploma in Financial Planning

CFP or BCom Law Degree

Advanced Post-Graduate Diploma in Financial Planning

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.