Wealth Manager - Cape Town Verfied

Salary Negotiable Cape Town, Western Cape Cape Town, Western Cape more than 14 days ago 09-04-2015 6:56:16 AM
07-05-2015 6:56:16 AM
We are looking for seasoned Wealth Manager to join our highly successful team of financial experts to service clients both locally and nationally. If you are well networked, have high business acumen, and a born entrepreneur, looking for an opportunity to take business, or career, to the next level, we have just the opportunity for you. Our brand can offer you a reputable structure, well-defined solutions and ongoing support.

The ideal candidate will have an appropriate tertiary qualification, preferably Bachelor of Commerce, be a Certified Financial Planner, with a proven track record in the financial industry and in consulting with high net worth individuals, and have an existing portfolio of clients.

Candidates with the above-mentioned experience or interests are invited to apply for position.

The key responsibilities of the position include:

• To secure new business and assets for the portfolio and wealth management divisions of the business
• To provide comprehensive wealth management solutions to clients
• To build effective client relationships and service
• Consistently achieve new business targets
The compensation package includes a combination of a competitive salary and on-going fees and a stimulating working environment.

Recruiter: Apex HR